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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 | $6,785 | $85,024-92.0% | $70,544-90.4% | $139,466-95.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.65% | 30.39%-17.7pp | 32.79%-20.1pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,204 | $3,912-69.2% | $2,976-59.5% | $4,754-74.7% |
| Participant deferral / active EE | $2,743 | $5,891-53.4% | $4,568-40.0% | $6,712-59.1% |
| Admin fee / account holder | $2,939 | $8,928-67.1% | $6,427-54.3% | $11,409-74.2% |