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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 | $10,791 | $90,691-88.1% | $76,119-85.8% | $145,884-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.84% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,044 | $3,329-68.6% | $2,693-61.2% | $4,662-77.6% |
| Participant deferral / active EE | $1,366 | $5,167-73.6% | $4,259-67.9% | $6,690-79.6% |
| Admin fee / account holder | $378 | $8,383-95.5% | $6,421-94.1% | $13,392-97.2% |