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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 | $10,709 | $90,530-88.2% | $76,030-85.9% | $145,897-92.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 625.08%-616.6pp | 361.54%-353.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $5,888 | $3,319+77.4% | $2,688+119.1% | $4,663+26.3% |
| Participant deferral / active EE | $3,244 | $5,164-37.2% | $4,257-23.8% | $6,689-51.5% |
| Admin fee / account holder | $1,013 | $8,383-87.9% | $6,421-84.2% | $13,390-92.4% |