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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 | $15,190 | $109,967-86.2% | $97,197-84.4% | $145,877-89.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.10% | 244.27%-229.2pp | 75.47%-60.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,519 | $3,077-50.6% | $2,723-44.2% | $4,663-67.4% |
| Participant deferral / active EE | $7,157 | $4,676+53.1% | $4,263+67.9% | $6,691+7.0% |
| Admin fee / account holder | $1,386 | $6,199-77.6% | $5,637-75.4% | $13,402-89.7% |