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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 | $15,638 | $109,372-85.7% | $89,414-82.5% | $158,966-90.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.07% | 345.55%-328.5pp | 245.50%-228.4pp | 302.95%-285.9pp |
| Employer contribution / active EE | $5,352 | $3,171+68.8% | $2,586+106.9% | $4,762+12.4% |
| Participant deferral / active EE | $3,907 | $4,598-15.0% | $3,890+0.4% | $5,983-34.7% |
| Admin fee / account holder | $1,039 | $6,156-83.1% | $4,883-78.7% | $11,250-90.8% |