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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 | $43,002 | $124,187-65.4% | $108,410-60.3% | $167,518-74.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.55% | 1379.80%-1368.3pp | 905.34%-893.8pp | 478.71%-467.2pp |
| Employer contribution / active EE | $597 | $4,187-85.8% | $3,558-83.2% | $4,838-87.7% |
| Participant deferral / active EE | $3,318 | $6,908-52.0% | $6,562-49.4% | $6,342-47.7% |
| Admin fee / account holder | $1,530 | $9,456-83.8% | $7,296-79.0% | $12,312-87.6% |