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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 | $22,248 | $99,011-77.5% | $86,582-74.3% | $147,586-84.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1312.75%-1295.3pp | 965.08%-947.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,021 | $3,132-67.4% | $2,839-64.0% | $4,876-79.1% |
| Participant deferral / active EE | $3,622 | $3,972-8.8% | $3,609+0.4% | $5,439-33.4% |
| Admin fee / account holder | $620 | $5,709-89.1% | $4,904-87.4% | $10,886-94.3% |