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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 | $39,819 | $88,815-55.2% | $81,882-51.4% | $145,897-72.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,659 | $3,086-46.2% | $2,916-43.1% | $4,663-64.4% |
| Participant deferral / active EE | $3,318 | $4,647-28.6% | $4,323-23.3% | $6,689-50.4% |
| Admin fee / account holder | $303 | $8,434-96.4% | $7,360-95.9% | $13,390-97.7% |