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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 | $29,133 | $109,905-73.5% | $98,506-70.4% | $167,553-82.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.37% | 1960.20%-1950.8pp | 1494.92%-1485.6pp | 478.89%-469.5pp |
| Employer contribution / active EE | $639 | $3,226-80.2% | $2,961-78.4% | $4,840-86.8% |
| Participant deferral / active EE | $1,920 | $4,674-58.9% | $4,277-55.1% | $6,343-69.7% |
| Admin fee / account holder | $1,789 | $6,760-73.5% | $5,955-70.0% | $12,316-85.5% |