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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 | $10,661 | $72,071-85.2% | $68,368-84.4% | $137,256-92.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.25% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,361 | $2,788-51.2% | $2,649-48.6% | $4,156-67.2% |
| Participant deferral / active EE | $2,562 | $4,410-41.9% | $4,123-37.8% | $6,407-60.0% |
| Admin fee / account holder | $371 | $5,336-93.1% | $5,150-92.8% | $12,270-97.0% |