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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 | $28,333 | $134,817-79.0% | $123,973-77.1% | $155,188-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.08% | 515.49%-497.4pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,306 | $4,425-47.9% | $4,126-44.1% | $4,248-45.7% |
| Participant deferral / active EE | $8,734 | $5,706+53.0% | $5,247+66.5% | $6,531+33.7% |
| Admin fee / account holder | $12,248 | $13,245-7.5% | $11,799+3.8% | $14,480-15.4% |