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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 | $12,774 | $100,073-87.2% | $85,126-85.0% | $145,877-91.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.63% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.7pp |
| Employer contribution / active EE | $6,362 | $3,236+96.6% | $2,731+132.9% | $4,663+36.4% |
| Participant deferral / active EE | $12,503 | $5,294+136.2% | $4,523+176.4% | $6,691+86.9% |
| Admin fee / account holder | $8,531 | $7,261+17.5% | $6,160+38.5% | $13,402-36.3% |