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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 | $22,335 | $156,963-85.8% | $121,204-81.6% | $139,466-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.92% | 1476.75%-1454.8pp | 987.18%-965.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,874 | $5,544-66.2% | $4,170-55.1% | $4,754-60.6% |
| Participant deferral / active EE | $4,928 | $4,848+1.7% | $4,083+20.7% | $6,712-26.6% |
| Admin fee / account holder | $632 | $6,953-90.9% | $5,651-88.8% | $11,409-94.5% |