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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 | $6,840 | $95,587-92.8% | $77,175-91.1% | $139,427-95.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.72% | 54.95%-31.2pp | 37.88%-14.2pp | 373.27%-349.5pp |
| Employer contribution / active EE | $2,699 | $3,144-14.2% | $2,533+6.6% | $4,752-43.2% |
| Participant deferral / active EE | $4,087 | $4,622-11.6% | $3,832+6.6% | $6,711-39.1% |
| Admin fee / account holder | $1,504 | $8,300-81.9% | $5,474-72.5% | $11,404-86.8% |