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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 | $13,655 | $88,815-84.6% | $81,882-83.3% | $145,897-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.82% | 1033.75%-1014.9pp | 779.47%-760.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,592 | $3,086-16.0% | $2,916-11.1% | $4,663-44.4% |
| Participant deferral / active EE | $4,073 | $4,647-12.4% | $4,323-5.8% | $6,689-39.1% |
| Admin fee / account holder | $323 | $8,434-96.2% | $7,360-95.6% | $13,390-97.6% |