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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 | $22,693 | $90,530-74.9% | $76,030-70.2% | $145,897-84.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 625.08%-612.7pp | 361.54%-349.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,265 | $3,319-61.9% | $2,688-52.9% | $4,663-72.9% |
| Participant deferral / active EE | $1,483 | $5,164-71.3% | $4,257-65.2% | $6,689-77.8% |
| Admin fee / account holder | $3,461 | $8,383-58.7% | $6,421-46.1% | $13,390-74.2% |