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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 | $34,753 | $96,361-63.9% | $80,607-56.9% | $139,456-75.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.60% | 1350.95%-1333.4pp | 936.11%-918.5pp | 373.45%-355.9pp |
| Employer contribution / active EE | $2,128 | $3,262-34.8% | $2,724-21.9% | $4,753-55.2% |
| Participant deferral / active EE | $8,277 | $5,232+58.2% | $4,448+86.1% | $6,711+23.3% |
| Admin fee / account holder | $2,728 | $6,601-58.7% | $5,379-49.3% | $11,407-76.1% |