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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 | $11,123 | $100,073-88.9% | $85,126-86.9% | $145,877-92.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.52% | 84.11%-65.6pp | 66.63%-48.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,400 | $3,236-56.7% | $2,731-48.7% | $4,663-70.0% |
| Participant deferral / active EE | $2,260 | $5,294-57.3% | $4,523-50.0% | $6,691-66.2% |
| Admin fee / account holder | $1,262 | $7,261-82.6% | $6,160-79.5% | $13,402-90.6% |