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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 | $8,959 | $96,361-90.7% | $80,607-88.9% | $139,456-93.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.54% | 1350.95%-1326.4pp | 936.11%-911.6pp | 373.45%-348.9pp |
| Employer contribution / active EE | $1,520 | $3,262-53.4% | $2,724-44.2% | $4,753-68.0% |
| Participant deferral / active EE | $2,393 | $5,232-54.3% | $4,448-46.2% | $6,711-64.3% |
| Admin fee / account holder | $367 | $6,601-94.4% | $5,379-93.2% | $11,407-96.8% |