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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 | $13,417 | $100,938-86.7% | $90,461-85.2% | $158,982-91.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.94% | 1727.20%-1721.3pp | 1294.76%-1288.8pp | 302.99%-297.0pp |
| Employer contribution / active EE | $2,058 | $3,691-44.3% | $3,264-37.0% | $4,763-56.8% |
| Participant deferral / active EE | $2,058 | $4,350-52.7% | $3,964-48.1% | $5,983-65.6% |
| Admin fee / account holder | $3,766 | $6,510-42.1% | $5,617-32.9% | $11,252-66.5% |