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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 | $13,174 | $169,361-92.2% | $129,397-89.8% | $145,877-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.30% | 14395.54%-14382.2pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,111 | $5,542-61.9% | $4,154-49.2% | $4,663-54.7% |
| Participant deferral / active EE | $777 | $4,987-84.4% | $4,167-81.4% | $6,691-88.4% |
| Admin fee / account holder | $1,059 | $9,903-89.3% | $7,679-86.2% | $13,402-92.1% |