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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 | $34,039 | $88,815-61.7% | $81,882-58.4% | $145,897-76.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1033.75%-1017.8pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,957 | $3,086-4.2% | $2,916+1.4% | $4,663-36.6% |
| Participant deferral / active EE | $3,572 | $4,647-23.1% | $4,323-17.4% | $6,689-46.6% |
| Admin fee / account holder | $479 | $8,434-94.3% | $7,360-93.5% | $13,390-96.4% |