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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 | $11,231 | $100,073-88.8% | $85,126-86.8% | $145,877-92.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 84.11%-70.1pp | 66.63%-52.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,108 | $3,236-34.9% | $2,731-22.8% | $4,663-54.8% |
| Participant deferral / active EE | $2,108 | $5,294-60.2% | $4,523-53.4% | $6,691-68.5% |
| Admin fee / account holder | $1,523 | $7,261-79.0% | $6,160-75.3% | $13,402-88.6% |