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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 | $3,125 | $67,823-95.4% | $52,425-94.0% | $137,256-97.7% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 8.06% | 219.11%-211.0pp | 302.12%-294.1pp | 220.34%-212.3pp |
| Employer contribution / active EE | $998 | $1,163-14.2% | $914+9.2% | $4,156-76.0% |
| Participant deferral / active EE | $2,543 | $2,288+11.2% | $1,790+42.0% | $6,407-60.3% |
| Admin fee / account holder | $6,492 | $2,844+128.3% | $2,495+160.2% | $12,270-47.1% |