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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 | $2,514 | $72,071-96.5% | $68,368-96.3% | $137,256-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.61% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $711 | $2,788-74.5% | $2,649-73.1% | $4,156-82.9% |
| Participant deferral / active EE | $858 | $4,410-80.5% | $4,123-79.2% | $6,407-86.6% |
| Admin fee / account holder | $370 | $5,336-93.1% | $5,150-92.8% | $12,270-97.0% |