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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 | $17,683 | $76,368-76.8% | $67,681-73.9% | $154,746-88.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 10.66% | 1066.77%-1056.1pp | 590.58%-579.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,572 | $3,151-50.1% | $2,678-41.3% | $4,379-64.1% |
| Participant deferral / active EE | $2,312 | $4,824-52.1% | $3,976-41.8% | $6,730-65.6% |
| Admin fee / account holder | $381 | $8,559-95.6% | $6,100-93.8% | $14,365-97.3% |