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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 | $23,192 | $88,754-73.9% | $81,820-71.7% | $145,877-84.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1031.77%-1021.7pp | 777.93%-767.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,682 | $3,085-13.1% | $2,915-8.0% | $4,663-42.5% |
| Participant deferral / active EE | $3,841 | $4,648-17.3% | $4,323-11.1% | $6,691-42.6% |
| Admin fee / account holder | $5,898 | $8,424-30.0% | $7,391-20.2% | $13,402-56.0% |