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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 | $18,806 | $183,592-89.8% | $155,567-87.9% | $145,959-87.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,007 | $5,315-62.2% | $4,674-57.1% | $4,661-56.9% |
| Participant deferral / active EE | $7,730 | $6,464+19.6% | $5,628+37.4% | $6,689+15.6% |
| Admin fee / account holder | $1,275 | $19,318-93.4% | $15,916-92.0% | $13,398-90.5% |