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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 | $18,623 | $109,372-83.0% | $89,414-79.2% | $158,966-88.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.92% | 345.55%-335.6pp | 245.50%-235.6pp | 302.95%-293.0pp |
| Employer contribution / active EE | $1,804 | $3,171-43.1% | $2,586-30.3% | $4,762-62.1% |
| Participant deferral / active EE | $2,910 | $4,598-36.7% | $3,890-25.2% | $5,983-51.4% |
| Admin fee / account holder | $28,396 | $6,156+361.2% | $4,883+481.5% | $11,250+152.4% |