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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 | $16,066 | $102,595-84.3% | $94,057-82.9% | $154,746-89.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.12% | 583.42%-560.3pp | 480.62%-457.5pp | 172.34%-149.2pp |
| Employer contribution / active EE | $3,115 | $3,147-1.0% | $2,933+6.2% | $4,379-28.9% |
| Participant deferral / active EE | $7,304 | $5,118+42.7% | $4,709+55.1% | $6,730+8.5% |
| Admin fee / account holder | $1,402 | $7,736-81.9% | $7,244-80.7% | $14,365-90.2% |