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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 | $8,091 | $90,614-91.1% | $76,089-89.4% | $145,877-94.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.15% | 623.80%-611.6pp | 360.94%-348.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,055 | $3,324-38.2% | $2,690-23.6% | $4,663-55.9% |
| Participant deferral / active EE | $2,969 | $5,168-42.5% | $4,259-30.3% | $6,691-55.6% |
| Admin fee / account holder | $910 | $8,376-89.1% | $6,418-85.8% | $13,402-93.2% |