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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 | $6,909 | $67,823-89.8% | $52,425-86.8% | $137,256-95.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.93% | 219.11%-208.2pp | 302.12%-291.2pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,191 | $1,163+2.4% | $914+30.3% | $4,156-71.3% |
| Participant deferral / active EE | $428 | $2,288-81.3% | $1,790-76.1% | $6,407-93.3% |
| Admin fee / account holder | $1,668 | $2,844-41.3% | $2,495-33.1% | $12,270-86.4% |