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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 | $23,680 | $56,197-57.9% | $67,652-65.0% | $59,633-60.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 12.97% | 18508.10%-18495.1pp | 6625.40%-6612.4pp | 2041.45%-2028.5pp |
| Employer contribution / active EE | $2,439 | $1,615+51.1% | $2,266+7.7% | $2,203+10.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $462 | $3,958-88.3% | $4,821-90.4% | $4,297-89.2% |