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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 | $110,039-84.0% | $97,260-81.9% | $145,884-88.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 244.44%-233.8pp | 75.54%-64.9pp | 551.85%-541.2pp |
| Employer contribution / active EE | $4,694 | $3,074+52.7% | $2,721+72.5% | $4,662+0.7% |
| Participant deferral / active EE | $2,616 | $4,674-44.0% | $4,262-38.6% | $6,690-60.9% |
| Admin fee / account holder | $506 | $6,204-91.8% | $5,640-91.0% | $13,392-96.2% |