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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 | $12,054 | $100,938-88.1% | $90,461-86.7% | $158,982-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.98% | 1727.20%-1715.2pp | 1294.76%-1282.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,306 | $3,691-37.5% | $3,264-29.3% | $4,763-51.6% |
| Participant deferral / active EE | $2,339 | $4,350-46.2% | $3,964-41.0% | $5,983-60.9% |
| Admin fee / account holder | $832 | $6,510-87.2% | $5,617-85.2% | $11,252-92.6% |