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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 | $27,201 | $96,361-71.8% | $80,607-66.3% | $139,456-80.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1350.95%-1334.2pp | 936.11%-919.4pp | 373.45%-356.7pp |
| Employer contribution / active EE | $1,685 | $3,262-48.3% | $2,724-38.1% | $4,753-64.5% |
| Participant deferral / active EE | $2,114 | $5,232-59.6% | $4,448-52.5% | $6,711-68.5% |
| Admin fee / account holder | $4,951 | $6,601-25.0% | $5,379-8.0% | $11,407-56.6% |