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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 | $16,804 | $103,038-83.7% | $90,324-81.4% | $152,909-89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.97% | 95.25%-82.3pp | 78.15%-65.2pp | 345.46%-332.5pp |
| Employer contribution / active EE | $3,130 | $3,141-0.3% | $2,856+9.6% | $4,764-34.3% |
| Participant deferral / active EE | $5,190 | $4,282+21.2% | $3,885+33.6% | $5,851-11.3% |
| Admin fee / account holder | $11,045 | $6,177+78.8% | $5,356+106.2% | $11,601-4.8% |