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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 | $16,456 | $73,546-77.6% | $63,018-73.9% | $147,586-88.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.03% | 175.56%-159.5pp | 87.62%-71.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $942 | $3,324-71.6% | $2,761-65.9% | $4,876-80.7% |
| Participant deferral / active EE | $1,068 | $4,185-74.5% | $3,330-67.9% | $5,439-80.4% |
| Admin fee / account holder | $648 | $5,956-89.1% | $3,601-82.0% | $10,886-94.0% |