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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 | $7,341 | $96,388-92.4% | $80,627-90.9% | $139,466-94.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 38.74% | 1352.08%-1313.3pp | 936.76%-898.0pp | 373.66%-334.9pp |
| Employer contribution / active EE | $1,808 | $3,260-44.5% | $2,723-33.6% | $4,754-62.0% |
| Participant deferral / active EE | $3,264 | $5,224-37.5% | $4,443-26.5% | $6,712-51.4% |
| Admin fee / account holder | $349 | $6,603-94.7% | $5,381-93.5% | $11,409-96.9% |