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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 | $18,400 | $183,539-90.0% | $155,556-88.2% | $145,897-87.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.58% | 61.31%-49.7pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,485 | $5,315-72.1% | $4,675-68.2% | $4,663-68.1% |
| Participant deferral / active EE | $2,119 | $6,467-67.2% | $5,631-62.4% | $6,689-68.3% |
| Admin fee / account holder | $1,019 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |