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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 | $63,175 | $149,040-57.6% | $120,225-47.5% | $137,256-54.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.53% | 605.68%-588.2pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $179 | $4,350-95.9% | $3,475-94.9% | $4,156-95.7% |
| Participant deferral / active EE | $14,174 | $4,655+204.5% | $3,999+254.4% | $6,407+121.2% |
| Admin fee / account holder | $1,508 | $6,348-76.3% | $5,696-73.5% | $12,270-87.7% |