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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 | $16,010 | $72,426-77.9% | $67,560-76.3% | $145,897-89.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.90% | 7226.78%-7215.9pp | 3533.50%-3522.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $936 | $3,074-69.6% | $2,737-65.8% | $4,663-79.9% |
| Participant deferral / active EE | $6,584 | $4,785+37.6% | $4,004+64.4% | $6,689-1.6% |
| Admin fee / account holder | $1,278 | $5,514-76.8% | $3,994-68.0% | $13,390-90.5% |