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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 | $10,328 | $88,815-88.4% | $81,882-87.4% | $145,897-92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.88% | 1033.75%-1018.9pp | 779.47%-764.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $850 | $4,647-81.7% | $4,323-80.3% | $6,689-87.3% |
| Admin fee / account holder | $9,544 | $8,434+13.2% | $7,360+29.7% | $13,390-28.7% |