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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 | $19,256 | $183,539-89.5% | $155,556-87.6% | $145,897-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,388 | $5,315-73.9% | $4,675-70.3% | $4,663-70.2% |
| Participant deferral / active EE | $2,679 | $6,467-58.6% | $5,631-52.4% | $6,689-60.0% |
| Admin fee / account holder | $1,216 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |