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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 | $17,198 | $183,592-90.6% | $155,574-88.9% | $145,877-88.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 61.37%-48.5pp | 64.87%-51.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,904 | $5,317-64.2% | $4,676-59.3% | $4,663-59.2% |
| Participant deferral / active EE | $2,466 | $6,466-61.9% | $5,629-56.2% | $6,691-63.1% |
| Admin fee / account holder | $8,159 | $19,316-57.8% | $15,914-48.7% | $13,402-39.1% |