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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 | $5,696 | $88,815-93.6% | $81,882-93.0% | $145,897-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.70% | 1033.75%-1022.0pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,078 | $3,086-65.1% | $2,916-63.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,223 | $4,647-73.7% | $4,323-71.7% | $6,689-81.7% |
| Admin fee / account holder | $3,033 | $8,434-64.0% | $7,360-58.8% | $13,390-77.3% |