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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 | $5,777 | $72,071-92.0% | $68,368-91.5% | $137,256-95.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.26% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,389 | $2,788-50.2% | $2,649-47.6% | $4,156-66.6% |
| Participant deferral / active EE | $1,712 | $4,410-61.2% | $4,123-58.5% | $6,407-73.3% |
| Admin fee / account holder | $779 | $5,336-85.4% | $5,150-84.9% | $12,270-93.7% |