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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 | $15,401 | $90,607-83.0% | $79,467-80.6% | $135,380-88.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.45% | 977.74%-968.3pp | 718.30%-708.9pp | 519.81%-510.4pp |
| Employer contribution / active EE | $982 | $3,068-68.0% | $2,800-64.9% | $4,779-79.4% |
| Participant deferral / active EE | $2,845 | $4,050-29.8% | $3,704-23.2% | $5,609-49.3% |
| Admin fee / account holder | $733 | $5,895-87.6% | $5,104-85.6% | $10,828-93.2% |