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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 | $18,903 | $72,426-73.9% | $67,560-72.0% | $145,897-87.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.62% | 7226.78%-7216.2pp | 3533.50%-3522.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,474 | $3,074-19.5% | $2,737-9.6% | $4,663-46.9% |
| Participant deferral / active EE | $1,223 | $4,785-74.4% | $4,004-69.5% | $6,689-81.7% |
| Admin fee / account holder | $678 | $5,514-87.7% | $3,994-83.0% | $13,390-94.9% |