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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 | $12,646 | $84,708-85.1% | $75,714-83.3% | $167,536-92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.54% | 199.62%-182.1pp | 104.62%-87.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $648 | $3,231-79.9% | $2,744-76.4% | $4,839-86.6% |
| Participant deferral / active EE | $1,369 | $4,577-70.1% | $3,820-64.2% | $6,342-78.4% |
| Admin fee / account holder | $2,379 | $5,358-55.6% | $3,619-34.3% | $12,315-80.7% |