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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 | $20,581 | $88,754-76.8% | $81,820-74.8% | $145,877-85.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.35% | 1031.77%-1014.4pp | 777.93%-760.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,177 | $3,085-29.5% | $2,915-25.3% | $4,663-53.3% |
| Participant deferral / active EE | $5,572 | $4,648+19.9% | $4,323+28.9% | $6,691-16.7% |
| Admin fee / account holder | $550 | $8,424-93.5% | $7,391-92.6% | $13,402-95.9% |