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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 | $20,717 | $73,518-71.8% | $63,005-67.1% | $147,585-86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.25% | 175.46%-164.2pp | 87.59%-76.3pp | 578.58%-567.3pp |
| Employer contribution / active EE | $1,331 | $3,322-59.9% | $2,760-51.8% | $4,876-72.7% |
| Participant deferral / active EE | $1,610 | $4,183-61.5% | $3,329-51.6% | $5,439-70.4% |
| Admin fee / account holder | $357 | $5,952-94.0% | $3,599-90.1% | $10,886-96.7% |