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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 | $15,173 | $100,139-84.8% | $85,187-82.2% | $145,884-89.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 84.15%-72.6pp | 66.67%-55.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,651 | $3,238-18.1% | $2,732-3.0% | $4,662-43.1% |
| Participant deferral / active EE | $7,152 | $5,296+35.1% | $4,525+58.1% | $6,690+6.9% |
| Admin fee / account holder | $406 | $7,262-94.4% | $6,162-93.4% | $13,392-97.0% |