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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 | $8,357 | $99,995-91.6% | $85,063-90.2% | $145,978-94.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 83.99%-67.6pp | 66.54%-50.1pp | 550.52%-534.1pp |
| Employer contribution / active EE | $1,358 | $3,231-58.0% | $2,727-50.2% | $4,662-70.9% |
| Participant deferral / active EE | $1,854 | $5,295-65.0% | $4,523-59.0% | $6,690-72.3% |
| Admin fee / account holder | $8,276 | $7,255+14.1% | $6,155+34.5% | $13,400-38.2% |