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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 | $90,489-88.1% | $76,051-85.8% | $145,978-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.84% | 622.78%-610.9pp | 360.42%-348.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,044 | $3,319-68.6% | $2,690-61.2% | $4,662-77.6% |
| Participant deferral / active EE | $1,366 | $5,164-73.6% | $4,257-67.9% | $6,690-79.6% |
| Admin fee / account holder | $378 | $8,374-95.5% | $6,416-94.1% | $13,400-97.2% |