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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 | $12,794 | $111,830-88.6% | $93,696-86.3% | $145,884-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.11% | 204.08%-193.0pp | 133.74%-122.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,337 | $3,093-56.8% | $2,422-44.8% | $4,662-71.3% |
| Participant deferral / active EE | $2,577 | $4,920-47.6% | $4,417-41.7% | $6,690-61.5% |
| Admin fee / account holder | $956 | $10,249-90.7% | $8,287-88.5% | $13,392-92.9% |