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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 | $18,754 | $125,190-85.0% | $105,624-82.2% | $145,897-87.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.40% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,804 | $3,720-51.5% | $3,168-43.0% | $4,663-61.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,221 | $17,138+6.3% | $10,961+66.2% | $13,390+36.1% |