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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 | $5,070 | $72,071-93.0% | $68,368-92.6% | $137,256-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.57% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $676 | $2,788-75.8% | $2,649-74.5% | $4,156-83.7% |
| Participant deferral / active EE | $692 | $4,410-84.3% | $4,123-83.2% | $6,407-89.2% |
| Admin fee / account holder | $754 | $5,336-85.9% | $5,150-85.4% | $12,270-93.9% |