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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 | $18,936 | $88,754-78.7% | $81,820-76.9% | $145,877-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1031.77%-1021.0pp | 777.93%-767.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,131 | $3,085+1.5% | $2,915+7.4% | $4,663-32.9% |
| Participant deferral / active EE | $1,348 | $4,648-71.0% | $4,323-68.8% | $6,691-79.9% |
| Admin fee / account holder | $728 | $8,424-91.4% | $7,391-90.1% | $13,402-94.6% |