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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 | $18,813 | $75,832-75.2% | $147,617-87.3% | $59,633-68.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 9.18% | 0.37%+8.8pp | 61.98%-52.8pp | 2041.45%-2032.3pp |
| Employer contribution / active EE | $1,034 | $3,485-70.3% | $5,564-81.4% | $2,203-53.1% |
| Participant deferral / active EE | $1,071 | $3,131-65.8% | $4,895-78.1% | $3,192-66.4% |
| Admin fee / account holder | $1,993 | $5,986-66.7% | $11,612-82.8% | $4,297-53.6% |