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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,562 | $109,967-84.0% | $97,197-81.9% | $145,877-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $4,694 | $3,077+52.6% | $2,723+72.4% | $4,663+0.7% |
| Participant deferral / active EE | $2,616 | $4,676-44.1% | $4,263-38.6% | $6,691-60.9% |
| Admin fee / account holder | $506 | $6,199-91.8% | $5,637-91.0% | $13,402-96.2% |