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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 | $15,118 | $81,696-81.5% | $70,494-78.6% | $158,982-90.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.35% | 208.70%-200.4pp | 109.16%-100.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $1,302 | $3,220-59.6% | $2,738-52.4% | $4,763-72.7% |
| Participant deferral / active EE | $1,745 | $4,558-61.7% | $3,711-53.0% | $5,983-70.8% |
| Admin fee / account holder | $6,582 | $6,200+6.2% | $3,848+71.1% | $11,252-41.5% |