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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 | $8,289 | $102,595-91.9% | $94,057-91.2% | $154,746-94.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 29.55% | 583.42%-553.9pp | 480.62%-451.1pp | 172.34%-142.8pp |
| Employer contribution / active EE | $1,954 | $3,147-37.9% | $2,933-33.4% | $4,379-55.4% |
| Participant deferral / active EE | $2,755 | $5,118-46.2% | $4,709-41.5% | $6,730-59.1% |
| Admin fee / account holder | $388 | $7,736-95.0% | $7,244-94.6% | $14,365-97.3% |