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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 | $26,749 | $88,754-69.9% | $81,820-67.3% | $145,877-81.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.16% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,573 | $3,085-16.6% | $2,915-11.7% | $4,663-44.8% |
| Participant deferral / active EE | $3,626 | $4,648-22.0% | $4,323-16.1% | $6,691-45.8% |
| Admin fee / account holder | $1,155 | $8,424-86.3% | $7,391-84.4% | $13,402-91.4% |