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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 | $10,436 | $156,963-93.4% | $121,204-91.4% | $139,466-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 1476.75%-1456.9pp | 987.18%-967.4pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,017 | $5,544-81.7% | $4,170-75.6% | $4,754-78.6% |
| Participant deferral / active EE | $1,546 | $4,848-68.1% | $4,083-62.1% | $6,712-77.0% |
| Admin fee / account holder | $1,065 | $6,953-84.7% | $5,651-81.2% | $11,409-90.7% |