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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 | $31,154 | $99,031-68.5% | $86,597-64.0% | $147,585-78.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.60% | 1312.56%-1292.0pp | 964.96%-944.4pp | 578.57%-558.0pp |
| Employer contribution / active EE | $209 | $3,132-93.3% | $2,840-92.6% | $4,876-95.7% |
| Participant deferral / active EE | $1,722 | $3,972-56.7% | $3,609-52.3% | $5,439-68.3% |
| Admin fee / account holder | $519 | $5,711-90.9% | $4,906-89.4% | $10,885-95.2% |