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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 | $16,802 | $148,623-88.7% | $135,974-87.6% | $139,466-88.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.89% | 79.30%-47.4pp | 68.30%-36.4pp | 373.66%-341.8pp |
| Employer contribution / active EE | $1,356 | $5,246-74.2% | $4,859-72.1% | $4,754-71.5% |
| Participant deferral / active EE | $12,197 | $8,103+50.5% | $7,760+57.2% | $6,712+81.7% |
| Admin fee / account holder | $2,263 | $12,406-81.8% | $10,767-79.0% | $11,409-80.2% |