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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 | $7,829 | $76,368-89.7% | $67,681-88.4% | $154,746-94.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.01% | 1066.77%-1053.8pp | 590.58%-577.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $915 | $3,151-71.0% | $2,678-65.8% | $4,379-79.1% |
| Participant deferral / active EE | $1,117 | $4,824-76.9% | $3,976-71.9% | $6,730-83.4% |
| Admin fee / account holder | $332 | $8,559-96.1% | $6,100-94.6% | $14,365-97.7% |