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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 | $111,814-89.4% | $93,654-87.4% | $145,959-91.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.41% | 203.30%-193.9pp | 133.34%-123.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,507 | $3,092-51.3% | $2,421-37.8% | $4,661-67.7% |
| Participant deferral / active EE | $3,604 | $4,914-26.7% | $4,413-18.3% | $6,689-46.1% |
| Admin fee / account holder | $323 | $10,246-96.8% | $8,282-96.1% | $13,398-97.6% |