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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 | $17,551 | $100,203-82.5% | $85,240-79.4% | $145,897-88.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 84.28%-70.3pp | 66.75%-52.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,928 | $3,242-40.5% | $2,735-29.5% | $4,663-58.7% |
| Participant deferral / active EE | $2,383 | $5,299-55.0% | $4,527-47.4% | $6,689-64.4% |
| Admin fee / account holder | $1,161 | $7,265-84.0% | $6,165-81.2% | $13,390-91.3% |