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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 | $16,424 | $111,785-85.3% | $93,669-82.5% | $145,877-88.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.13% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $866 | $3,096-72.0% | $2,424-64.3% | $4,663-81.4% |
| Participant deferral / active EE | $1,507 | $4,919-69.4% | $4,416-65.9% | $6,691-77.5% |
| Admin fee / account holder | $609 | $10,256-94.1% | $8,291-92.7% | $13,402-95.5% |