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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 | $3,090 | $72,071-95.7% | $68,368-95.5% | $137,256-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.11% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $824 | $2,788-70.4% | $2,649-68.9% | $4,156-80.2% |
| Participant deferral / active EE | $839 | $4,410-81.0% | $4,123-79.7% | $6,407-86.9% |
| Admin fee / account holder | $1,119 | $5,336-79.0% | $5,150-78.3% | $12,270-90.9% |