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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 | $15,659 | $88,815-82.4% | $81,882-80.9% | $145,897-89.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.77% | 1033.75%-1019.0pp | 779.47%-764.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,676 | $3,086-13.3% | $2,916-8.2% | $4,663-42.6% |
| Participant deferral / active EE | $1,091 | $4,647-76.5% | $4,323-74.8% | $6,689-83.7% |
| Admin fee / account holder | $312 | $8,434-96.3% | $7,360-95.8% | $13,390-97.7% |