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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 | $19,566 | $99,011-80.2% | $86,582-77.4% | $147,586-86.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.75% | 1312.75%-1285.0pp | 965.08%-937.3pp | 578.59%-550.8pp |
| Employer contribution / active EE | $3,939 | $3,132+25.8% | $2,839+38.7% | $4,876-19.2% |
| Participant deferral / active EE | $9,179 | $3,972+131.1% | $3,609+154.4% | $5,439+68.8% |
| Admin fee / account holder | $970 | $5,709-83.0% | $4,904-80.2% | $10,886-91.1% |