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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 | $14,971 | $99,011-84.9% | $86,582-82.7% | $147,586-89.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.28% | 1312.75%-1300.5pp | 965.08%-952.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,067 | $3,132-34.0% | $2,839-27.2% | $4,876-57.6% |
| Participant deferral / active EE | $4,309 | $3,972+8.5% | $3,609+19.4% | $5,439-20.8% |
| Admin fee / account holder | $697 | $5,709-87.8% | $4,904-85.8% | $10,886-93.6% |