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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 | $8,391 | $110,093-92.4% | $97,295-91.4% | $145,897-94.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.48% | 244.76%-234.3pp | 75.62%-65.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,686 | $3,077-45.2% | $2,723-38.1% | $4,663-63.8% |
| Participant deferral / active EE | $2,603 | $4,678-44.4% | $4,264-39.0% | $6,689-61.1% |
| Admin fee / account holder | $826 | $6,212-86.7% | $5,646-85.4% | $13,390-93.8% |