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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 | $12,965 | $154,754-91.6% | $124,206-89.6% | $138,895-90.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.29% | 709.28%-689.0pp | 515.27%-495.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,662 | $4,446-62.6% | $3,540-53.1% | $4,194-60.4% |
| Participant deferral / active EE | $2,427 | $4,621-47.5% | $3,968-38.8% | $6,396-62.1% |
| Admin fee / account holder | $657 | $6,690-90.2% | $5,929-88.9% | $12,562-94.8% |