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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 | $99,921-71.7% | $85,009-66.7% | $145,959-80.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,923 | $3,233-40.5% | $2,728-29.5% | $4,661-58.7% |
| Participant deferral / active EE | $6,429 | $5,293+21.5% | $4,522+42.2% | $6,689-3.9% |
| Admin fee / account holder | $425 | $7,252-94.1% | $6,153-93.1% | $13,398-96.8% |