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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 | $8,134 | $90,489-91.0% | $76,051-89.3% | $145,978-94.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.99% | 622.78%-612.8pp | 360.42%-350.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $605 | $3,319-81.8% | $2,690-77.5% | $4,662-87.0% |
| Participant deferral / active EE | $1,701 | $5,164-67.1% | $4,257-60.1% | $6,690-74.6% |
| Admin fee / account holder | $1,476 | $8,374-82.4% | $6,416-77.0% | $13,400-89.0% |