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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 | $26,606 | $99,011-73.1% | $86,582-69.3% | $147,586-82.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 33.25% | 1312.75%-1279.5pp | 965.08%-931.8pp | 578.59%-545.3pp |
| Employer contribution / active EE | $2,331 | $3,132-25.6% | $2,839-17.9% | $4,876-52.2% |
| Participant deferral / active EE | $17,696 | $3,972+345.5% | $3,609+390.4% | $5,439+225.4% |
| Admin fee / account holder | $372 | $5,709-93.5% | $4,904-92.4% | $10,886-96.6% |