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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 | $14,026 | $110,830-87.3% | $86,625-83.8% | $167,553-91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.03% | 116.99%-103.0pp | 63.52%-49.5pp | 478.89%-464.9pp |
| Employer contribution / active EE | $912 | $3,245-71.9% | $2,496-63.5% | $4,840-81.2% |
| Participant deferral / active EE | $1,417 | $4,548-68.8% | $3,700-61.7% | $6,343-77.7% |
| Admin fee / account holder | $820 | $8,420-90.3% | $5,830-85.9% | $12,316-93.3% |