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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 | $68,251 | $185,199-63.1% | $142,874-52.2% | $167,518-59.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.86% | 8556.90%-8541.0pp | 5638.58%-5622.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $140 | $5,606-97.5% | $4,145-96.6% | $4,838-97.1% |
| Participant deferral / active EE | $8,383 | $4,495+86.5% | $3,838+118.4% | $6,342+32.2% |
| Admin fee / account holder | $703 | $8,031-91.2% | $6,561-89.3% | $12,312-94.3% |