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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 | $7,379 | $101,618-92.7% | $93,063-92.1% | $137,256-94.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.76% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,701 | $2,707-37.2% | $2,476-31.3% | $4,156-59.1% |
| Participant deferral / active EE | $2,398 | $4,279-44.0% | $3,958-39.4% | $6,407-62.6% |
| Admin fee / account holder | $714 | $6,198-88.5% | $6,033-88.2% | $12,270-94.2% |