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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 | $15,306 | $134,817-88.6% | $123,973-87.7% | $155,188-90.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.26% | 515.49%-496.2pp | 388.13%-368.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,215 | $4,425-50.0% | $4,126-46.3% | $4,248-47.9% |
| Participant deferral / active EE | $4,903 | $5,706-14.1% | $5,247-6.6% | $6,531-24.9% |
| Admin fee / account holder | $835 | $13,245-93.7% | $11,799-92.9% | $14,480-94.2% |