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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 | $18,718 | $84,708-77.9% | $75,714-75.3% | $167,536-88.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.48% | 199.62%-186.1pp | 104.62%-91.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $3,481 | $3,231+7.7% | $2,744+26.9% | $4,839-28.1% |
| Participant deferral / active EE | $7,715 | $4,577+68.5% | $3,820+101.9% | $6,342+21.6% |
| Admin fee / account holder | $857 | $5,358-84.0% | $3,619-76.3% | $12,315-93.0% |