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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 | $21,614 | $125,778-82.8% | $114,563-81.1% | $154,746-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 10.53% | 295.14%-284.6pp | 241.09%-230.6pp | 172.34%-161.8pp |
| Employer contribution / active EE | $6,005 | $2,806+114.0% | $2,592+131.7% | $4,379+37.1% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $545 | $8,190-93.3% | $7,623-92.9% | $14,365-96.2% |