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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 | $8,789 | $88,815-90.1% | $81,882-89.3% | $145,897-94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.86% | 1033.75%-1023.9pp | 779.47%-769.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $347 | $3,086-88.8% | $2,916-88.1% | $4,663-92.6% |
| Participant deferral / active EE | $1,620 | $4,647-65.1% | $4,323-62.5% | $6,689-75.8% |
| Admin fee / account holder | $1,931 | $8,434-77.1% | $7,360-73.8% | $13,390-85.6% |