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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 | $24,574 | $99,011-75.2% | $86,582-71.6% | $147,586-83.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.33% | 1312.75%-1301.4pp | 965.08%-953.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,082 | $3,132-65.5% | $2,839-61.9% | $4,876-77.8% |
| Participant deferral / active EE | $7,166 | $3,972+80.4% | $3,609+98.6% | $5,439+31.8% |
| Admin fee / account holder | $2,470 | $5,709-56.7% | $4,904-49.6% | $10,886-77.3% |