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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 | $30,617 | $88,778-65.5% | $81,844-62.6% | $145,884-79.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.66% | 1033.03%-1018.4pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,918 | $3,087-37.9% | $2,916-34.2% | $4,662-58.9% |
| Participant deferral / active EE | $2,437 | $4,648-47.6% | $4,323-43.6% | $6,690-63.6% |
| Admin fee / account holder | $750 | $8,430-91.1% | $7,355-89.8% | $13,392-94.4% |