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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 | $10,981 | $100,911-89.1% | $90,440-87.9% | $158,966-93.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.75% | 1726.62%-1693.9pp | 1294.38%-1261.6pp | 302.95%-270.2pp |
| Employer contribution / active EE | $719 | $3,690-80.5% | $3,263-78.0% | $4,762-84.9% |
| Participant deferral / active EE | $3,616 | $4,348-16.8% | $3,964-8.8% | $5,983-39.6% |
| Admin fee / account holder | $608 | $6,507-90.7% | $5,615-89.2% | $11,250-94.6% |