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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 | $15,151 | $111,785-86.4% | $93,669-83.8% | $145,877-89.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.77% | 203.79%-187.0pp | 133.59%-116.8pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,839 | $3,096-40.6% | $2,424-24.1% | $4,663-60.6% |
| Participant deferral / active EE | $3,154 | $4,919-35.9% | $4,416-28.6% | $6,691-52.9% |
| Admin fee / account holder | $604 | $10,256-94.1% | $8,291-92.7% | $13,402-95.5% |