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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 | $26,933 | $99,011-72.8% | $86,582-68.9% | $147,586-81.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.23% | 1312.75%-1299.5pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $791 | $3,132-74.7% | $2,839-72.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,593 | $3,972-34.7% | $3,609-28.1% | $5,439-52.3% |
| Admin fee / account holder | $434 | $5,709-92.4% | $4,904-91.2% | $10,886-96.0% |