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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 | $8,120 | $90,530-91.0% | $76,030-89.3% | $145,897-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.01% | 625.08%-615.1pp | 361.54%-351.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $605 | $3,319-81.8% | $2,688-77.5% | $4,663-87.0% |
| Participant deferral / active EE | $1,701 | $5,164-67.1% | $4,257-60.1% | $6,689-74.6% |
| Admin fee / account holder | $1,476 | $8,383-82.4% | $6,421-77.0% | $13,390-89.0% |