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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 | $11,838 | $111,830-89.4% | $93,696-87.4% | $145,884-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.41% | 204.08%-194.7pp | 133.74%-124.3pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,507 | $3,093-51.3% | $2,422-37.8% | $4,662-67.7% |
| Participant deferral / active EE | $3,604 | $4,920-26.8% | $4,417-18.4% | $6,690-46.1% |
| Admin fee / account holder | $323 | $10,249-96.8% | $8,287-96.1% | $13,392-97.6% |