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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 | $7,997 | $72,071-88.9% | $68,368-88.3% | $137,256-94.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.39% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,057 | $2,788-62.1% | $2,649-60.1% | $4,156-74.6% |
| Participant deferral / active EE | $1,683 | $4,410-61.8% | $4,123-59.2% | $6,407-73.7% |
| Admin fee / account holder | $923 | $5,336-82.7% | $5,150-82.1% | $12,270-92.5% |