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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 | $38,786 | $102,595-62.2% | $94,057-58.8% | $154,746-74.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.97% | 583.42%-570.4pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $608 | $3,147-80.7% | $2,933-79.3% | $4,379-86.1% |
| Participant deferral / active EE | $7,808 | $5,118+52.5% | $4,709+65.8% | $6,730+16.0% |
| Admin fee / account holder | $745 | $7,736-90.4% | $7,244-89.7% | $14,365-94.8% |