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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 | $88,778-92.6% | $81,844-92.0% | $145,884-95.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 10.10% | 1033.03%-1022.9pp | 778.87%-768.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $951 | $3,087-69.2% | $2,916-67.4% | $4,662-79.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $448 | $8,430-94.7% | $7,355-93.9% | $13,392-96.7% |