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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 | $16,799 | $108,922-84.6% | $100,398-83.3% | $145,978-88.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 58.04%-43.4pp | 49.32%-34.7pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,765 | $4,426-60.1% | $3,946-55.3% | $4,662-62.1% |
| Participant deferral / active EE | $2,259 | $8,450-73.3% | $8,084-72.1% | $6,690-66.2% |
| Admin fee / account holder | $4,553 | $9,680-53.0% | $7,893-42.3% | $13,400-66.0% |