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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 | $17,232 | $107,363-83.9% | $92,909-81.5% | $152,897-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.11% | 145.63%-120.5pp | 109.44%-84.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $2,086 | $4,222-50.6% | $3,653-42.9% | $4,764-56.2% |
| Participant deferral / active EE | $4,168 | $4,848-14.0% | $4,238-1.7% | $5,851-28.8% |
| Admin fee / account holder | $690 | $7,082-90.3% | $5,795-88.1% | $11,599-94.1% |