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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 | $28,284 | $100,203-71.8% | $85,240-66.8% | $145,897-80.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 84.28%-74.3pp | 66.75%-56.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,923 | $3,242-40.7% | $2,735-29.7% | $4,663-58.8% |
| Participant deferral / active EE | $6,429 | $5,299+21.3% | $4,527+42.0% | $6,689-3.9% |
| Admin fee / account holder | $425 | $7,265-94.1% | $6,165-93.1% | $13,390-96.8% |