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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 | $16,328 | $88,778-81.6% | $81,844-80.0% | $145,884-88.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.70% | 1033.03%-1019.3pp | 778.87%-765.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,950 | $3,087-4.4% | $2,916+1.1% | $4,662-36.7% |
| Participant deferral / active EE | $6,106 | $4,648+31.4% | $4,323+41.2% | $6,690-8.7% |
| Admin fee / account holder | $1,030 | $8,430-87.8% | $7,355-86.0% | $13,392-92.3% |