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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 | $8,424 | $154,754-94.6% | $124,206-93.2% | $138,895-93.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.09% | 709.28%-697.2pp | 515.27%-503.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $373 | $4,446-91.6% | $3,540-89.5% | $4,194-91.1% |
| Participant deferral / active EE | $506 | $4,621-89.0% | $3,968-87.2% | $6,396-92.1% |
| Admin fee / account holder | $2,760 | $6,690-58.8% | $5,929-53.5% | $12,562-78.0% |