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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 | $25,062 | $88,815-71.8% | $81,882-69.4% | $145,897-82.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.14% | 1033.75%-1009.6pp | 779.47%-755.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $1,845 | $3,086-40.2% | $2,916-36.7% | $4,663-60.4% |
| Participant deferral / active EE | $3,689 | $4,647-20.6% | $4,323-14.7% | $6,689-44.8% |
| Admin fee / account holder | $536 | $8,434-93.6% | $7,360-92.7% | $13,390-96.0% |