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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 | $8,844 | $88,815-90.0% | $81,882-89.2% | $145,897-93.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1033.75%-1020.9pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,449 | $3,086-53.1% | $2,916-50.3% | $4,663-68.9% |
| Participant deferral / active EE | $2,539 | $4,647-45.4% | $4,323-41.3% | $6,689-62.0% |
| Admin fee / account holder | $1,711 | $8,434-79.7% | $7,360-76.7% | $13,390-87.2% |