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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 | $17,445 | $162,529-89.3% | $130,788-86.7% | $154,746-88.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.83% | 510.48%-501.6pp | 386.44%-377.6pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,166 | $4,447-73.8% | $3,558-67.2% | $4,379-73.4% |
| Participant deferral / active EE | $3,050 | $4,808-36.6% | $4,137-26.3% | $6,730-54.7% |
| Admin fee / account holder | $14,755 | $7,669+92.4% | $6,673+121.1% | $14,365+2.7% |