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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 | $15,112 | $100,073-84.9% | $85,126-82.2% | $145,877-89.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.60% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,065 | $3,236-36.2% | $2,731-24.4% | $4,663-55.7% |
| Participant deferral / active EE | $2,890 | $5,294-45.4% | $4,523-36.1% | $6,691-56.8% |
| Admin fee / account holder | $639 | $7,261-91.2% | $6,160-89.6% | $13,402-95.2% |