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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 | $19,679 | $134,817-85.4% | $123,973-84.1% | $155,188-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.28% | 515.49%-506.2pp | 388.13%-378.8pp | 148.84%-139.6pp |
| Employer contribution / active EE | $20,319 | $4,425+359.2% | $4,126+392.5% | $4,248+378.4% |
| Participant deferral / active EE | $3,792 | $5,706-33.5% | $5,247-27.7% | $6,531-41.9% |
| Admin fee / account holder | $9,717 | $13,245-26.6% | $11,799-17.6% | $14,480-32.9% |