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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 | $18,036 | $99,011-81.8% | $86,582-79.2% | $147,586-87.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.43% | 1312.75%-1297.3pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,459 | $3,132-53.4% | $2,839-48.6% | $4,876-70.1% |
| Participant deferral / active EE | $2,620 | $3,972-34.0% | $3,609-27.4% | $5,439-51.8% |
| Admin fee / account holder | $3,140 | $5,709-45.0% | $4,904-36.0% | $10,886-71.2% |