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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 | $22,217 | $100,203-77.8% | $85,240-73.9% | $145,897-84.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 84.28%-73.3pp | 66.75%-55.7pp | 552.29%-541.3pp |
| Employer contribution / active EE | $713 | $3,242-78.0% | $2,735-73.9% | $4,663-84.7% |
| Participant deferral / active EE | $3,975 | $5,299-25.0% | $4,527-12.2% | $6,689-40.6% |
| Admin fee / account holder | $315 | $7,265-95.7% | $6,165-94.9% | $13,390-97.6% |