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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 | $56,881 | $88,778-35.9% | $81,844-30.5% | $145,884-61.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.95% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,535 | $3,087-17.9% | $2,916-13.1% | $4,662-45.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $923 | $8,430-89.1% | $7,355-87.5% | $13,392-93.1% |