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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 | $25,292 | $102,595-75.3% | $94,057-73.1% | $154,746-83.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 41.62% | 583.42%-541.8pp | 480.62%-439.0pp | 172.34%-130.7pp |
| Employer contribution / active EE | $883 | $3,147-72.0% | $2,933-69.9% | $4,379-79.8% |
| Participant deferral / active EE | $2,552 | $5,118-50.1% | $4,709-45.8% | $6,730-62.1% |
| Admin fee / account holder | $1,376 | $7,736-82.2% | $7,244-81.0% | $14,365-90.4% |