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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 | $17,010 | $100,139-83.0% | $85,187-80.0% | $145,884-88.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,247 | $3,238-30.6% | $2,732-17.8% | $4,662-51.8% |
| Participant deferral / active EE | $5,308 | $5,296+0.2% | $4,525+17.3% | $6,690-20.7% |
| Admin fee / account holder | $1,133 | $7,262-84.4% | $6,162-81.6% | $13,392-91.5% |