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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 | $12,062 | $72,071-83.3% | $68,368-82.4% | $137,256-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.43% | 353.14%-332.7pp | 292.57%-272.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,126 | $2,788-59.6% | $2,649-57.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,791 | $4,410-59.4% | $4,123-56.5% | $6,407-72.0% |
| Admin fee / account holder | $989 | $5,336-81.5% | $5,150-80.8% | $12,270-91.9% |