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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 | $20,554 | $99,011-79.2% | $86,582-76.3% | $147,586-86.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.33% | 1312.75%-1295.4pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $499 | $3,132-84.1% | $2,839-82.4% | $4,876-89.8% |
| Participant deferral / active EE | $776 | $3,972-80.5% | $3,609-78.5% | $5,439-85.7% |
| Admin fee / account holder | $662 | $5,709-88.4% | $4,904-86.5% | $10,886-93.9% |