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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 | $16,516 | $90,530-81.8% | $76,030-78.3% | $145,897-88.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.30% | 625.08%-615.8pp | 361.54%-352.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,789 | $3,319-46.1% | $2,688-33.4% | $4,663-61.6% |
| Participant deferral / active EE | $2,242 | $5,164-56.6% | $4,257-47.3% | $6,689-66.5% |
| Admin fee / account holder | $671 | $8,383-92.0% | $6,421-89.5% | $13,390-95.0% |