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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 | $11,456 | $96,419-88.1% | $80,648-85.8% | $139,487-91.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1352.86%-1336.7pp | 937.21%-921.0pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,936 | $3,261-40.6% | $2,724-28.9% | $4,755-59.3% |
| Participant deferral / active EE | $5,102 | $5,225-2.4% | $4,443+14.8% | $6,713-24.0% |
| Admin fee / account holder | $1,899 | $6,605-71.2% | $5,382-64.7% | $11,407-83.4% |