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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 | $36,133 | $99,009-63.5% | $86,581-58.3% | $147,585-75.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.87% | 1312.70%-1297.8pp | 965.06%-950.2pp | 578.58%-563.7pp |
| Employer contribution / active EE | $1,502 | $3,132-52.1% | $2,840-47.1% | $4,876-69.2% |
| Participant deferral / active EE | $2,167 | $3,972-45.5% | $3,609-40.0% | $5,439-60.2% |
| Admin fee / account holder | $1,386 | $5,709-75.7% | $4,904-71.7% | $10,886-87.3% |