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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 | $20,503 | $118,877-82.8% | $96,570-78.8% | $167,536-87.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.57% | 50.50%-41.9pp | 37.79%-29.2pp | 478.82%-470.2pp |
| Employer contribution / active EE | $547 | $3,121-82.5% | $2,357-76.8% | $4,839-88.7% |
| Participant deferral / active EE | $2,266 | $4,617-50.9% | $3,849-41.1% | $6,342-64.3% |
| Admin fee / account holder | $551 | $8,069-93.2% | $6,182-91.1% | $12,315-95.5% |