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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 | $17,900 | $81,696-78.1% | $70,494-74.6% | $158,982-88.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.66% | 208.70%-197.0pp | 109.16%-97.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $1,916 | $3,220-40.5% | $2,738-30.0% | $4,763-59.8% |
| Participant deferral / active EE | $2,068 | $4,558-54.6% | $3,711-44.3% | $5,983-65.4% |
| Admin fee / account holder | $4,597 | $6,200-25.8% | $3,848+19.5% | $11,252-59.1% |