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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 | $14,624 | $75,935-80.7% | $60,547-75.8% | $125,389-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 15.61% | -5.38%+21.0pp | 335.64%-320.0pp | 282.24%-266.6pp |
| Employer contribution / active EE | $6,143 | $3,438+78.7% | $2,419+153.9% | $4,866+26.2% |
| Participant deferral / active EE | $4,334 | $4,506-3.8% | $3,328+30.2% | $5,352-19.0% |
| Admin fee / account holder | $637 | $6,768-90.6% | $4,536-86.0% | $9,541-93.3% |