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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 | $109,908-92.4% | $97,161-91.4% | $145,978-94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.48% | 243.80%-233.3pp | 75.36%-64.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,686 | $3,077-45.2% | $2,723-38.1% | $4,662-63.8% |
| Participant deferral / active EE | $2,603 | $4,679-44.4% | $4,265-39.0% | $6,690-61.1% |
| Admin fee / account holder | $826 | $6,213-86.7% | $5,647-85.4% | $13,400-93.8% |