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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 | $6,859 | $90,530-92.4% | $76,030-91.0% | $145,897-95.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 625.08%-612.5pp | 361.54%-349.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,514 | $3,319-24.3% | $2,688-6.4% | $4,663-46.1% |
| Participant deferral / active EE | $3,535 | $5,164-31.6% | $4,257-17.0% | $6,689-47.2% |
| Admin fee / account holder | $1,793 | $8,383-78.6% | $6,421-72.1% | $13,390-86.6% |