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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 | $5,294 | $88,710-94.0% | $81,783-93.5% | $145,959-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.31% | 1027.26%-1005.9pp | 775.05%-753.7pp | 561.95%-540.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,733 | $4,645+1.9% | $4,320+9.6% | $6,689-29.2% |
| Admin fee / account holder | $984 | $8,407-88.3% | $7,380-86.7% | $13,398-92.7% |