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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 | $17,729 | $183,539-90.3% | $155,556-88.6% | $145,897-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.70% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,247 | $5,315-38.9% | $4,675-30.6% | $4,663-30.4% |
| Participant deferral / active EE | $3,247 | $6,467-49.8% | $5,631-42.3% | $6,689-51.5% |
| Admin fee / account holder | $311 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |