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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 | $16,381 | $102,595-84.0% | $94,057-82.6% | $154,746-89.4% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 80.7%+14.3pp |
| Annual return | 23.96% | 583.42%-559.5pp | 480.62%-456.7pp | 172.34%-148.4pp |
| Employer contribution / active EE | $2,660 | $3,147-15.5% | $2,933-9.3% | $4,379-39.3% |
| Participant deferral / active EE | $1,993 | $5,118-61.1% | $4,709-57.7% | $6,730-70.4% |
| Admin fee / account holder | $4,145 | $7,736-46.4% | $7,244-42.8% | $14,365-71.1% |