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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 | $7,799 | $96,388-91.9% | $80,627-90.3% | $139,466-94.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.96% | 1352.08%-1334.1pp | 936.76%-918.8pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,197 | $3,260-32.6% | $2,723-19.3% | $4,754-53.8% |
| Participant deferral / active EE | $2,262 | $5,224-56.7% | $4,443-49.1% | $6,712-66.3% |
| Admin fee / account holder | $3,322 | $6,603-49.7% | $5,381-38.3% | $11,409-70.9% |