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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 | $5,931 | $154,754-96.2% | $124,206-95.2% | $138,895-95.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 25.13% | 709.28%-684.1pp | 515.27%-490.1pp | 145.39%-120.3pp |
| Employer contribution / active EE | $1,355 | $4,446-69.5% | $3,540-61.7% | $4,194-67.7% |
| Participant deferral / active EE | $2,584 | $4,621-44.1% | $3,968-34.9% | $6,396-59.6% |
| Admin fee / account holder | $1,512 | $6,690-77.4% | $5,929-74.5% | $12,562-88.0% |