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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 | $14,000 | $90,486-84.5% | $78,676-82.2% | $273,972-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 206.90% | 75.62%+131.3pp | 62.19%+144.7pp | 41.46%+165.4pp |
| Employer contribution / active EE | $705 | $3,175-77.8% | $2,850-75.3% | $4,869-85.5% |
| Participant deferral / active EE | $1,057 | $3,901-72.9% | $3,517-70.0% | $5,287-80.0% |
| Admin fee / account holder | $596 | $5,263-88.7% | $4,510-86.8% | $10,133-94.1% |