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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 | $68,097-88.5% | $62,929-87.6% | $137,256-94.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.01% | 1859.11%-1846.1pp | 1063.93%-1050.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $915 | $2,811-67.5% | $2,505-63.5% | $4,156-78.0% |
| Participant deferral / active EE | $1,117 | $4,553-75.5% | $3,888-71.3% | $6,407-82.6% |
| Admin fee / account holder | $332 | $6,521-94.9% | $5,065-93.4% | $12,270-97.3% |