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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 | $5,021 | $88,778-94.3% | $81,844-93.9% | $145,884-96.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.12% | 1033.03%-1015.9pp | 778.87%-761.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $553 | $3,087-82.1% | $2,916-81.0% | $4,662-88.1% |
| Participant deferral / active EE | $2,835 | $4,648-39.0% | $4,323-34.4% | $6,690-57.6% |
| Admin fee / account holder | $431 | $8,430-94.9% | $7,355-94.1% | $13,392-96.8% |