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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 | $16,425 | $134,817-87.8% | $123,973-86.8% | $155,188-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.56% | 515.49%-492.9pp | 388.13%-365.6pp | 148.84%-126.3pp |
| Employer contribution / active EE | $3,728 | $4,425-15.8% | $4,126-9.6% | $4,248-12.2% |
| Participant deferral / active EE | $9,614 | $5,706+68.5% | $5,247+83.2% | $6,531+47.2% |
| Admin fee / account holder | $16,084 | $13,245+21.4% | $11,799+36.3% | $14,480+11.1% |