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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 | $19,091 | $158,852-88.0% | $121,220-84.3% | $135,380-85.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 194.13% | -0.64%+194.8pp | 16.94%+177.2pp | 519.81%-325.7pp |
| Employer contribution / active EE | $2,566 | $5,666-54.7% | $4,023-36.2% | $4,779-46.3% |
| Participant deferral / active EE | $3,796 | $4,006-5.2% | $3,345+13.5% | $5,609-32.3% |
| Admin fee / account holder | $554 | $6,515-91.5% | $5,021-89.0% | $10,828-94.9% |