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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 | $8,180 | $109,967-92.6% | $97,197-91.6% | $145,877-94.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.03% | 244.27%-232.2pp | 75.47%-63.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,058 | $3,077-65.6% | $2,723-61.1% | $4,663-77.3% |
| Participant deferral / active EE | $1,945 | $4,676-58.4% | $4,263-54.4% | $6,691-70.9% |
| Admin fee / account holder | $1,378 | $6,199-77.8% | $5,637-75.6% | $13,402-89.7% |