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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 | $17,385 | $108,942-84.0% | $100,415-82.7% | $145,897-88.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.93% | 58.27%-43.3pp | 49.47%-34.5pp | 552.29%-537.4pp |
| Employer contribution / active EE | $4,182 | $4,422-5.4% | $3,943+6.1% | $4,663-10.3% |
| Participant deferral / active EE | $4,806 | $8,461-43.2% | $8,091-40.6% | $6,689-28.1% |
| Admin fee / account holder | $4,804 | $9,702-50.5% | $7,906-39.2% | $13,390-64.1% |