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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 | $12,041 | $100,139-88.0% | $85,187-85.9% | $145,884-91.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.59% | 84.15%-75.6pp | 66.67%-58.1pp | 551.85%-543.3pp |
| Employer contribution / active EE | $894 | $3,238-72.4% | $2,732-67.3% | $4,662-80.8% |
| Participant deferral / active EE | $1,468 | $5,296-72.3% | $4,525-67.6% | $6,690-78.1% |
| Admin fee / account holder | $6,167 | $7,262-15.1% | $6,162+0.1% | $13,392-54.0% |