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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 | $9,306 | $108,882-91.5% | $96,754-90.4% | $154,746-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 28.70% | 98.39%-69.7pp | 82.04%-53.3pp | 172.34%-143.6pp |
| Employer contribution / active EE | $2,675 | $3,018-11.4% | $2,679-0.2% | $4,379-38.9% |
| Participant deferral / active EE | $3,234 | $5,323-39.2% | $4,758-32.0% | $6,730-51.9% |
| Admin fee / account holder | $697 | $10,200-93.2% | $8,905-92.2% | $14,365-95.1% |