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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 | $88,778-75.6% | $81,844-73.6% | $145,884-85.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.71% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,789 | $3,087-42.1% | $2,916-38.7% | $4,662-61.6% |
| Participant deferral / active EE | $2,480 | $4,648-46.7% | $4,323-42.6% | $6,690-62.9% |
| Admin fee / account holder | $1,961 | $8,430-76.7% | $7,355-73.3% | $13,392-85.4% |