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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 | $13,268 | $99,921-86.7% | $85,009-84.4% | $145,959-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 83.89%-75.7pp | 66.47%-58.3pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,763 | $3,233-45.5% | $2,728-35.4% | $4,661-62.2% |
| Participant deferral / active EE | $2,735 | $5,293-48.3% | $4,522-39.5% | $6,689-59.1% |
| Admin fee / account holder | $1,235 | $7,252-83.0% | $6,153-79.9% | $13,398-90.8% |