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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 | $22,962 | $99,031-76.8% | $86,597-73.5% | $147,585-84.4% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 17.52% | 1312.56%-1295.0pp | 964.96%-947.4pp | 578.57%-561.1pp |
| Employer contribution / active EE | $3,064 | $3,132-2.2% | $2,840+7.9% | $4,876-37.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $604 | $5,711-89.4% | $4,906-87.7% | $10,885-94.5% |