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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 | $108,922-84.0% | $100,398-82.7% | $145,978-88.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.93% | 58.04%-43.1pp | 49.32%-34.4pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,182 | $4,426-5.5% | $3,946+6.0% | $4,662-10.3% |
| Participant deferral / active EE | $4,806 | $8,450-43.1% | $8,084-40.5% | $6,690-28.2% |
| Admin fee / account holder | $4,804 | $9,680-50.4% | $7,893-39.1% | $13,400-64.1% |