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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 | $40,519 | $99,031-59.1% | $86,597-53.2% | $147,585-72.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.40% | 1312.56%-1296.2pp | 964.96%-948.6pp | 578.57%-562.2pp |
| Employer contribution / active EE | $1,704 | $3,132-45.6% | $2,840-40.0% | $4,876-65.0% |
| Participant deferral / active EE | $1,586 | $3,972-60.1% | $3,609-56.1% | $5,439-70.8% |
| Admin fee / account holder | $614 | $5,711-89.2% | $4,906-87.5% | $10,885-94.4% |