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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 | $19,762 | $88,815-77.7% | $81,882-75.9% | $145,897-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.78% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $944 | $3,086-69.4% | $2,916-67.6% | $4,663-79.8% |
| Participant deferral / active EE | $961 | $4,647-79.3% | $4,323-77.8% | $6,689-85.6% |
| Admin fee / account holder | $498 | $8,434-94.1% | $7,360-93.2% | $13,390-96.3% |