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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 | $14,408 | $156,970-90.8% | $121,210-88.1% | $139,487-89.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.88% | 1477.10%-1463.2pp | 987.41%-973.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $624 | $5,546-88.7% | $4,171-85.0% | $4,755-86.9% |
| Participant deferral / active EE | $612 | $4,849-87.4% | $4,084-85.0% | $6,713-90.9% |
| Admin fee / account holder | $334 | $6,947-95.2% | $5,647-94.1% | $11,407-97.1% |