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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 | $6,598 | $109,908-94.0% | $97,161-93.2% | $145,978-95.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.69% | 243.80%-230.1pp | 75.36%-61.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,083 | $3,077-64.8% | $2,723-60.2% | $4,662-76.8% |
| Participant deferral / active EE | $1,235 | $4,679-73.6% | $4,265-71.0% | $6,690-81.5% |
| Admin fee / account holder | $330 | $6,213-94.7% | $5,647-94.2% | $13,400-97.5% |