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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 | $25,752 | $100,203-74.3% | $85,240-69.8% | $145,897-82.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.19% | 84.28%-72.1pp | 66.75%-54.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,044 | $3,242-67.8% | $2,735-61.8% | $4,663-77.6% |
| Participant deferral / active EE | $8,726 | $5,299+64.7% | $4,527+92.8% | $6,689+30.5% |
| Admin fee / account holder | $2,393 | $7,265-67.1% | $6,165-61.2% | $13,390-82.1% |