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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 | $5,554 | $101,618-94.5% | $93,063-94.0% | $137,256-96.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 15.61% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,409 | $2,707-47.9% | $2,476-43.1% | $4,156-66.1% |
| Participant deferral / active EE | $1,409 | $4,279-67.1% | $3,958-64.4% | $6,407-78.0% |
| Admin fee / account holder | $950 | $6,198-84.7% | $6,033-84.3% | $12,270-92.3% |