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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 | $4,153 | $88,754-95.3% | $81,820-94.9% | $145,877-97.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.89% | 1031.77%-1004.9pp | 777.93%-751.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $1,642 | $3,085-46.8% | $2,915-43.7% | $4,663-64.8% |
| Participant deferral / active EE | $2,665 | $4,648-42.7% | $4,323-38.4% | $6,691-60.2% |
| Admin fee / account holder | $1,596 | $8,424-81.1% | $7,391-78.4% | $13,402-88.1% |