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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 | $16,495 | $208,088-92.1% | $186,193-91.1% | $154,746-89.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.76% | 89.97%-71.2pp | 78.03%-59.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,106 | $4,340-5.4% | $3,918+4.8% | $4,379-6.2% |
| Participant deferral / active EE | $4,460 | $7,078-37.0% | $6,513-31.5% | $6,730-33.7% |
| Admin fee / account holder | $1,766 | $11,698-84.9% | $11,058-84.0% | $14,365-87.7% |