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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 | $23,660 | $88,815-73.4% | $81,882-71.1% | $145,897-83.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.93% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,008 | $3,086-34.9% | $2,916-31.1% | $4,663-56.9% |
| Participant deferral / active EE | $1,553 | $4,647-66.6% | $4,323-64.1% | $6,689-76.8% |
| Admin fee / account holder | $1,530 | $8,434-81.9% | $7,360-79.2% | $13,390-88.6% |