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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 | $11,346 | $156,927-92.8% | $121,169-90.6% | $139,456-91.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 27.76% | 1475.85%-1448.1pp | 986.71%-958.9pp | 373.45%-345.7pp |
| Employer contribution / active EE | $2,711 | $5,542-51.1% | $4,168-34.9% | $4,753-43.0% |
| Participant deferral / active EE | $3,072 | $4,848-36.6% | $4,083-24.8% | $6,711-54.2% |
| Admin fee / account holder | $601 | $6,946-91.4% | $5,645-89.4% | $11,407-94.7% |