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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 | $14,089 | $99,009-85.8% | $86,581-83.7% | $147,585-90.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.03% | 1312.70%-1297.7pp | 965.06%-950.0pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,195 | $3,132-61.8% | $2,840-57.9% | $4,876-75.5% |
| Participant deferral / active EE | $1,560 | $3,972-60.7% | $3,609-56.8% | $5,439-71.3% |
| Admin fee / account holder | $1,114 | $5,709-80.5% | $4,904-77.3% | $10,886-89.8% |