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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 | $28,153 | $156,970-82.1% | $121,210-76.8% | $139,487-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 1477.10%-1458.9pp | 987.41%-969.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,602 | $5,546-71.1% | $4,171-61.6% | $4,755-66.3% |
| Participant deferral / active EE | $2,513 | $4,849-48.2% | $4,084-38.5% | $6,713-62.6% |
| Admin fee / account holder | $3,459 | $6,947-50.2% | $5,647-38.7% | $11,407-69.7% |