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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 | $18,992 | $108,942-82.6% | $100,415-81.1% | $145,897-87.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.15% | 58.27%-44.1pp | 49.47%-35.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,160 | $4,422-28.5% | $3,943-19.9% | $4,663-32.2% |
| Participant deferral / active EE | $5,551 | $8,461-34.4% | $8,091-31.4% | $6,689-17.0% |
| Admin fee / account holder | $2,408 | $9,702-75.2% | $7,906-69.5% | $13,390-82.0% |