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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 | $10,655 | $70,366-84.9% | $66,674-84.0% | $138,895-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.98% | 386.41%-367.4pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,013 | $2,765+9.0% | $2,620+15.0% | $4,194-28.2% |
| Participant deferral / active EE | $4,057 | $4,374-7.2% | $4,084-0.7% | $6,396-36.6% |
| Admin fee / account holder | $1,961 | $5,262-62.7% | $5,098-61.5% | $12,562-84.4% |