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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 | $14,663 | $70,366-79.2% | $66,674-78.0% | $138,895-89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.09% | 386.41%-368.3pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,980 | $2,765-28.4% | $2,620-24.4% | $4,194-52.8% |
| Participant deferral / active EE | $4,330 | $4,374-1.0% | $4,084+6.0% | $6,396-32.3% |
| Admin fee / account holder | $630 | $5,262-88.0% | $5,098-87.6% | $12,562-95.0% |