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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 | $7,751 | $88,754-91.3% | $81,820-90.5% | $145,877-94.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.00% | 1031.77%-1008.8pp | 777.93%-754.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $2,364 | $3,085-23.4% | $2,915-18.9% | $4,663-49.3% |
| Participant deferral / active EE | $3,855 | $4,648-17.1% | $4,323-10.8% | $6,691-42.4% |
| Admin fee / account holder | $471 | $8,424-94.4% | $7,391-93.6% | $13,402-96.5% |