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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 | $12,374 | $154,754-92.0% | $124,206-90.0% | $138,895-91.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 19.64% | 709.28%-689.6pp | 515.27%-495.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $396 | $4,446-91.1% | $3,540-88.8% | $4,194-90.6% |
| Participant deferral / active EE | $576 | $4,621-87.5% | $3,968-85.5% | $6,396-91.0% |
| Admin fee / account holder | $1,974 | $6,690-70.5% | $5,929-66.7% | $12,562-84.3% |