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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 | $100,139-91.7% | $85,187-90.2% | $145,884-94.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,358 | $3,238-58.0% | $2,732-50.3% | $4,662-70.9% |
| Participant deferral / active EE | $1,854 | $5,296-65.0% | $4,525-59.0% | $6,690-72.3% |
| Admin fee / account holder | $8,276 | $7,262+14.0% | $6,162+34.3% | $13,392-38.2% |