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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 | $13,947 | $103,038-86.5% | $90,324-84.6% | $152,909-90.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.06% | 95.25%-64.2pp | 78.15%-47.1pp | 345.46%-314.4pp |
| Employer contribution / active EE | $1,206 | $3,141-61.6% | $2,856-57.8% | $4,764-74.7% |
| Participant deferral / active EE | $11,160 | $4,282+160.6% | $3,885+187.2% | $5,851+90.7% |
| Admin fee / account holder | $318 | $6,177-94.9% | $5,356-94.1% | $11,601-97.3% |