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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 | $15,454 | $134,817-88.5% | $123,973-87.5% | $155,188-90.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.87% | 515.49%-498.6pp | 388.13%-371.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $2,925 | $4,425-33.9% | $4,126-29.1% | $4,248-31.1% |
| Participant deferral / active EE | $5,781 | $5,706+1.3% | $5,247+10.2% | $6,531-11.5% |
| Admin fee / account holder | $1,510 | $13,245-88.6% | $11,799-87.2% | $14,480-89.6% |