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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 | $29,720 | $88,778-66.5% | $81,844-63.7% | $145,884-79.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.92% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,354 | $3,087-23.7% | $2,916-19.3% | $4,662-49.5% |
| Participant deferral / active EE | $2,298 | $4,648-50.6% | $4,323-46.9% | $6,690-65.7% |
| Admin fee / account holder | $2,476 | $8,430-70.6% | $7,355-66.3% | $13,392-81.5% |