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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 | $7,415 | $100,073-92.6% | $85,126-91.3% | $145,877-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.24% | 84.11%-67.9pp | 66.63%-50.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,687 | $3,236-47.9% | $2,731-38.2% | $4,663-63.8% |
| Participant deferral / active EE | $1,687 | $5,294-68.1% | $4,523-62.7% | $6,691-74.8% |
| Admin fee / account holder | $484 | $7,261-93.3% | $6,160-92.2% | $13,402-96.4% |