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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 | $17,851 | $88,815-79.9% | $81,882-78.2% | $145,897-87.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1033.75%-1020.6pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,869 | $3,086-7.0% | $2,916-1.6% | $4,663-38.5% |
| Participant deferral / active EE | $3,354 | $4,647-27.8% | $4,323-22.4% | $6,689-49.9% |
| Admin fee / account holder | $430 | $8,434-94.9% | $7,360-94.2% | $13,390-96.8% |