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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 | $10,788 | $110,039-90.2% | $97,260-88.9% | $145,884-92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.52% | 244.44%-229.9pp | 75.54%-61.0pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,691 | $3,074-45.0% | $2,721-37.9% | $4,662-63.7% |
| Participant deferral / active EE | $1,907 | $4,674-59.2% | $4,262-55.3% | $6,690-71.5% |
| Admin fee / account holder | $497 | $6,204-92.0% | $5,640-91.2% | $13,392-96.3% |