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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 | $21,681 | $110,629-80.4% | $80,784-73.2% | $167,553-87.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 9.88% | 120.58%-110.7pp | 87.31%-77.4pp | 478.89%-469.0pp |
| Employer contribution / active EE | $939 | $1,543-39.2% | $1,160-19.1% | $4,840-80.6% |
| Participant deferral / active EE | $3,207 | $2,871+11.7% | $2,145+49.5% | $6,343-49.4% |
| Admin fee / account holder | $949 | $4,547-79.1% | $3,380-71.9% | $12,316-92.3% |