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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 | $12,991 | $69,248-81.2% | $64,101-79.7% | $139,466-90.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.39% | 45.95%-29.6pp | 33.72%-17.3pp | 373.66%-357.3pp |
| Employer contribution / active EE | $994 | $3,185-68.8% | $2,749-63.8% | $4,754-79.1% |
| Participant deferral / active EE | $2,700 | $4,682-42.3% | $3,881-30.4% | $6,712-59.8% |
| Admin fee / account holder | $905 | $4,247-78.7% | $3,070-70.5% | $11,409-92.1% |