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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 | $10,823 | $125,778-91.4% | $114,563-90.6% | $154,746-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.01% | 295.14%-281.1pp | 241.09%-227.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,865 | $2,806+2.1% | $2,592+10.5% | $4,379-34.6% |
| Participant deferral / active EE | $5,557 | $4,445+25.0% | $4,142+34.1% | $6,730-17.4% |
| Admin fee / account holder | $21,713 | $8,190+165.1% | $7,623+184.8% | $14,365+51.1% |