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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 | $17,334 | $111,878-84.5% | $93,727-81.5% | $145,897-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.76% | 204.28%-189.5pp | 133.83%-119.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,894 | $3,092-6.4% | $2,421+19.5% | $4,663-37.9% |
| Participant deferral / active EE | $7,401 | $4,920+50.4% | $4,417+67.5% | $6,689+10.6% |
| Admin fee / account holder | $4,436 | $10,256-56.8% | $8,292-46.5% | $13,390-66.9% |