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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 | $8,088 | $100,073-91.9% | $85,126-90.5% | $145,877-94.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.28% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,494 | $3,236-22.9% | $2,731-8.7% | $4,663-46.5% |
| Participant deferral / active EE | $1,311 | $5,294-75.2% | $4,523-71.0% | $6,691-80.4% |
| Admin fee / account holder | $1,567 | $7,261-78.4% | $6,160-74.6% | $13,402-88.3% |