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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 | $16,261 | $105,158-84.5% | $94,672-82.8% | $139,487-88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.47% | 38.11%-19.6pp | 156.89%-138.4pp | 373.84%-355.4pp |
| Employer contribution / active EE | $1,599 | $4,107-61.1% | $3,673-56.5% | $4,755-66.4% |
| Participant deferral / active EE | $3,532 | $7,599-53.5% | $7,417-52.4% | $6,713-47.4% |
| Admin fee / account holder | $818 | $8,972-90.9% | $7,222-88.7% | $11,407-92.8% |