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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 | $29,502 | $107,363-72.5% | $92,909-68.2% | $152,897-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.07% | 145.63%-131.6pp | 109.44%-95.4pp | 345.43%-331.4pp |
| Employer contribution / active EE | $796 | $4,222-81.2% | $3,653-78.2% | $4,764-83.3% |
| Participant deferral / active EE | $1,469 | $4,848-69.7% | $4,238-65.3% | $5,851-74.9% |
| Admin fee / account holder | $466 | $7,082-93.4% | $5,795-92.0% | $11,599-96.0% |