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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 | $22,693 | $90,614-75.0% | $76,089-70.2% | $145,877-84.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 623.80%-611.4pp | 360.94%-348.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,265 | $3,324-62.0% | $2,690-53.0% | $4,663-72.9% |
| Participant deferral / active EE | $1,483 | $5,168-71.3% | $4,259-65.2% | $6,691-77.8% |
| Admin fee / account holder | $3,461 | $8,376-58.7% | $6,418-46.1% | $13,402-74.2% |