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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 | $20,778 | $99,011-79.0% | $86,582-76.0% | $147,586-85.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.85% | 1312.75%-1293.9pp | 965.08%-946.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $13,066 | $3,132+317.1% | $2,839+360.2% | $4,876+167.9% |
| Participant deferral / active EE | $3,301 | $3,972-16.9% | $3,609-8.5% | $5,439-39.3% |
| Admin fee / account holder | $797 | $5,709-86.0% | $4,904-83.7% | $10,886-92.7% |