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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 | $9,171 | $88,815-89.7% | $81,882-88.8% | $145,897-93.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.40% | 1033.75%-1020.3pp | 779.47%-766.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,411 | $3,086-54.3% | $2,916-51.6% | $4,663-69.7% |
| Participant deferral / active EE | $2,234 | $4,647-51.9% | $4,323-48.3% | $6,689-66.6% |
| Admin fee / account holder | $2,746 | $8,434-67.4% | $7,360-62.7% | $13,390-79.5% |