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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 | $12,739 | $88,815-85.7% | $81,882-84.4% | $145,897-91.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.73% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,861 | $3,086-39.7% | $2,916-36.2% | $4,663-60.1% |
| Participant deferral / active EE | $6,297 | $4,647+35.5% | $4,323+45.7% | $6,689-5.9% |
| Admin fee / account holder | $2,034 | $8,434-75.9% | $7,360-72.4% | $13,390-84.8% |