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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 | $70,366-82.9% | $66,674-81.9% | $138,895-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.43% | 386.41%-366.0pp | 321.24%-300.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,126 | $2,765-59.3% | $2,620-57.0% | $4,194-73.1% |
| Participant deferral / active EE | $1,791 | $4,374-59.0% | $4,084-56.1% | $6,396-72.0% |
| Admin fee / account holder | $989 | $5,262-81.2% | $5,098-80.6% | $12,562-92.1% |