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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 | $21,637 | $88,754-75.6% | $81,820-73.6% | $145,877-85.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,789 | $3,085-42.0% | $2,915-38.6% | $4,663-61.6% |
| Participant deferral / active EE | $2,480 | $4,648-46.6% | $4,323-42.6% | $6,691-62.9% |
| Admin fee / account holder | $1,961 | $8,424-76.7% | $7,391-73.5% | $13,402-85.4% |