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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 | $18,438 | $102,595-82.0% | $94,057-80.4% | $154,746-88.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.07% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $993 | $3,147-68.5% | $2,933-66.2% | $4,379-77.3% |
| Participant deferral / active EE | $4,519 | $5,118-11.7% | $4,709-4.0% | $6,730-32.9% |
| Admin fee / account holder | $499 | $7,736-93.6% | $7,244-93.1% | $14,365-96.5% |