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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 | $11,370 | $100,139-88.6% | $85,187-86.7% | $145,884-92.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 84.15%-74.6pp | 66.67%-57.1pp | 551.85%-542.3pp |
| Employer contribution / active EE | $4,740 | $3,238+46.4% | $2,732+73.5% | $4,662+1.7% |
| Participant deferral / active EE | $11,690 | $5,296+120.7% | $4,525+158.3% | $6,690+74.7% |
| Admin fee / account holder | $11,911 | $7,262+64.0% | $6,162+93.3% | $13,392-11.1% |