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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 | $19,096 | $100,203-80.9% | $85,240-77.6% | $145,897-86.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.59% | 84.28%-69.7pp | 66.75%-52.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,572 | $3,242+10.2% | $2,735+30.6% | $4,663-23.4% |
| Participant deferral / active EE | $6,259 | $5,299+18.1% | $4,527+38.2% | $6,689-6.4% |
| Admin fee / account holder | $3,514 | $7,265-51.6% | $6,165-43.0% | $13,390-73.8% |