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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 | $20,009 | $167,030-88.0% | $135,768-85.3% | $155,188-87.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.29% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,878 | $4,132-6.2% | $3,394+14.3% | $4,248-8.7% |
| Participant deferral / active EE | $6,098 | $4,528+34.7% | $3,977+53.3% | $6,531-6.6% |
| Admin fee / account holder | $16,744 | $8,172+104.9% | $7,048+137.6% | $14,480+15.6% |