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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 | $74,972 | $95,580-21.6% | $76,872-2.5% | $139,466-46.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.25% | 55.00%-43.7pp | 37.90%-26.7pp | 373.66%-362.4pp |
| Employer contribution / active EE | $614 | $3,145-80.5% | $2,533-75.8% | $4,754-87.1% |
| Participant deferral / active EE | $10,008 | $4,623+116.5% | $3,832+161.1% | $6,712+49.1% |
| Admin fee / account holder | $306 | $8,302-96.3% | $5,476-94.4% | $11,409-97.3% |