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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 | $9,106 | $109,967-91.7% | $97,197-90.6% | $145,877-93.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.75% | 244.27%-227.5pp | 75.47%-58.7pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,130 | $3,077-30.8% | $2,723-21.8% | $4,663-54.3% |
| Participant deferral / active EE | $2,415 | $4,676-48.4% | $4,263-43.4% | $6,691-63.9% |
| Admin fee / account holder | $2,232 | $6,199-64.0% | $5,637-60.4% | $13,402-83.3% |