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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 | $14,156 | $100,139-85.9% | $85,187-83.4% | $145,884-90.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.64% | 84.15%-72.5pp | 66.67%-55.0pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,117 | $3,238-34.6% | $2,732-22.5% | $4,662-54.6% |
| Participant deferral / active EE | $4,101 | $5,296-22.6% | $4,525-9.4% | $6,690-38.7% |
| Admin fee / account holder | $632 | $7,262-91.3% | $6,162-89.7% | $13,392-95.3% |