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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 | $44,422 | $99,011-55.1% | $86,582-48.7% | $147,586-69.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.38% | 1312.75%-1294.4pp | 965.08%-946.7pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,302 | $3,132-58.4% | $2,839-54.1% | $4,876-73.3% |
| Participant deferral / active EE | $2,464 | $3,972-38.0% | $3,609-31.7% | $5,439-54.7% |
| Admin fee / account holder | $423 | $5,709-92.6% | $4,904-91.4% | $10,886-96.1% |