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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 | $18,943 | $76,368-75.2% | $67,681-72.0% | $154,746-87.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.28% | 1066.77%-1053.5pp | 590.58%-577.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $705 | $3,151-77.6% | $2,678-73.7% | $4,379-83.9% |
| Participant deferral / active EE | $7,831 | $4,824+62.3% | $3,976+97.0% | $6,730+16.4% |
| Admin fee / account holder | $1,035 | $8,559-87.9% | $6,100-83.0% | $14,365-92.8% |