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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 | $23,026 | $88,778-74.1% | $81,844-71.9% | $145,884-84.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.77% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $5,055 | $3,087+63.7% | $2,916+73.3% | $4,662+8.4% |
| Participant deferral / active EE | $2,297 | $4,648-50.6% | $4,323-46.9% | $6,690-65.7% |
| Admin fee / account holder | $1,130 | $8,430-86.6% | $7,355-84.6% | $13,392-91.6% |