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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 | $30,905 | $183,539-83.2% | $155,556-80.1% | $145,897-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.78% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,315 | $5,315-75.3% | $4,675-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $3,097 | $6,467-52.1% | $5,631-45.0% | $6,689-53.7% |
| Admin fee / account holder | $2,853 | $19,275-85.2% | $15,885-82.0% | $13,390-78.7% |