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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 | $18,045 | $88,815-79.7% | $81,882-78.0% | $145,897-87.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.56% | 1033.75%-1020.2pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,642 | $3,086-46.8% | $2,916-43.7% | $4,663-64.8% |
| Participant deferral / active EE | $3,686 | $4,647-20.7% | $4,323-14.7% | $6,689-44.9% |
| Admin fee / account holder | $325 | $8,434-96.2% | $7,360-95.6% | $13,390-97.6% |