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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 | $10,233 | $96,388-89.4% | $80,627-87.3% | $139,466-92.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.96% | 1352.08%-1338.1pp | 936.76%-922.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,244 | $3,260-61.8% | $2,723-54.3% | $4,754-73.8% |
| Participant deferral / active EE | $3,222 | $5,224-38.3% | $4,443-27.5% | $6,712-52.0% |
| Admin fee / account holder | $1,265 | $6,603-80.8% | $5,381-76.5% | $11,409-88.9% |