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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 | $35,125 | $88,754-60.4% | $81,820-57.1% | $145,877-75.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.42% | 1031.77%-1017.3pp | 777.93%-763.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,900 | $3,085-38.4% | $2,915-34.8% | $4,663-59.2% |
| Participant deferral / active EE | $10,345 | $4,648+122.6% | $4,323+139.3% | $6,691+54.6% |
| Admin fee / account holder | $3,086 | $8,424-63.4% | $7,391-58.2% | $13,402-77.0% |