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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 | $14,284 | $84,685-83.1% | $73,836-80.7% | $125,389-88.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 5.05% | 3123.80%-3118.8pp | 2268.06%-2263.0pp | 282.24%-277.2pp |
| Employer contribution / active EE | $921 | $3,123-70.5% | $2,787-66.9% | $4,866-81.1% |
| Participant deferral / active EE | $2,164 | $3,993-45.8% | $3,583-39.6% | $5,352-59.6% |
| Admin fee / account holder | $1,451 | $5,694-74.5% | $4,882-70.3% | $9,541-84.8% |