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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 | $17,051 | $95,580-82.2% | $76,872-77.8% | $139,466-87.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.10% | 55.00%-37.9pp | 37.90%-20.8pp | 373.66%-356.6pp |
| Employer contribution / active EE | $373 | $3,145-88.2% | $2,533-85.3% | $4,754-92.2% |
| Participant deferral / active EE | $1,761 | $4,623-61.9% | $3,832-54.1% | $6,712-73.8% |
| Admin fee / account holder | $303 | $8,302-96.3% | $5,476-94.5% | $11,409-97.3% |