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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 | $15,342 | $102,595-85.0% | $94,057-83.7% | $154,746-90.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.92% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,994 | $3,147-36.6% | $2,933-32.0% | $4,379-54.5% |
| Participant deferral / active EE | $2,700 | $5,118-47.2% | $4,709-42.7% | $6,730-59.9% |
| Admin fee / account holder | $4,477 | $7,736-42.1% | $7,244-38.2% | $14,365-68.8% |