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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 | $49,243 | $88,815-44.6% | $81,882-39.9% | $145,897-66.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,448 | $3,086-53.1% | $2,916-50.3% | $4,663-68.9% |
| Participant deferral / active EE | $2,134 | $4,647-54.1% | $4,323-50.6% | $6,689-68.1% |
| Admin fee / account holder | $328 | $8,434-96.1% | $7,360-95.5% | $13,390-97.5% |