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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 | $32,143 | $99,017-67.5% | $86,587-62.9% | $147,585-78.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.37% | 1312.37%-1300.0pp | 964.86%-952.5pp | 578.56%-566.2pp |
| Employer contribution / active EE | $988 | $3,132-68.4% | $2,839-65.2% | $4,876-79.7% |
| Participant deferral / active EE | $511 | $3,972-87.1% | $3,609-85.9% | $5,439-90.6% |
| Admin fee / account holder | $498 | $5,710-91.3% | $4,906-89.9% | $10,885-95.4% |