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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 | $14,542 | $70,121-79.3% | $63,803-77.2% | $138,895-89.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 11.90% | 946.48%-934.6pp | 543.72%-531.8pp | 145.39%-133.5pp |
| Employer contribution / active EE | $737 | $2,882-74.4% | $2,532-70.9% | $4,194-82.4% |
| Participant deferral / active EE | $1,142 | $4,535-74.8% | $3,843-70.3% | $6,396-82.1% |
| Admin fee / account holder | $3,549 | $6,738-47.3% | $5,196-31.7% | $12,562-71.8% |