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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 | $6,256 | $154,754-96.0% | $124,206-95.0% | $138,895-95.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 11.80% | 709.28%-697.5pp | 515.27%-503.5pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,327 | $4,446-47.7% | $3,540-34.3% | $4,194-44.5% |
| Participant deferral / active EE | $1,513 | $4,621-67.3% | $3,968-61.9% | $6,396-76.3% |
| Admin fee / account holder | $2,422 | $6,690-63.8% | $5,929-59.1% | $12,562-80.7% |