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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 | $25,272 | $72,403-65.1% | $67,524-62.6% | $145,978-82.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 7197.23%-7181.3pp | 3519.41%-3503.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $2,434 | $3,072-20.8% | $2,734-11.0% | $4,662-47.8% |
| Participant deferral / active EE | $2,846 | $4,782-40.5% | $4,001-28.9% | $6,690-57.4% |
| Admin fee / account holder | $1,507 | $5,541-72.8% | $4,001-62.3% | $13,400-88.8% |