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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 | $16,820 | $88,778-81.1% | $81,844-79.4% | $145,884-88.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1033.03%-1021.5pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,438 | $3,087-21.0% | $2,916-16.4% | $4,662-47.7% |
| Participant deferral / active EE | $1,928 | $4,648-58.5% | $4,323-55.4% | $6,690-71.2% |
| Admin fee / account holder | $766 | $8,430-90.9% | $7,355-89.6% | $13,392-94.3% |