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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 | $17,720 | $162,529-89.1% | $130,788-86.5% | $154,746-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.90% | 510.48%-500.6pp | 386.44%-376.5pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,385 | $4,447-68.9% | $3,558-61.1% | $4,379-68.4% |
| Participant deferral / active EE | $5,570 | $4,808+15.8% | $4,137+34.6% | $6,730-17.2% |
| Admin fee / account holder | $403 | $7,669-94.7% | $6,673-94.0% | $14,365-97.2% |