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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 | $6,578 | $88,815-92.6% | $81,882-92.0% | $145,897-95.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 10.10% | 1033.75%-1023.6pp | 779.47%-769.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $951 | $3,086-69.2% | $2,916-67.4% | $4,663-79.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $448 | $8,434-94.7% | $7,360-93.9% | $13,390-96.7% |