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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 | $21,168 | $99,031-78.6% | $86,597-75.6% | $147,585-85.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.43% | 1312.56%-1301.1pp | 964.96%-953.5pp | 578.57%-567.1pp |
| Employer contribution / active EE | $913 | $3,132-70.8% | $2,840-67.8% | $4,876-81.3% |
| Participant deferral / active EE | $4,306 | $3,972+8.4% | $3,609+19.3% | $5,439-20.8% |
| Admin fee / account holder | $436 | $5,711-92.4% | $4,906-91.1% | $10,885-96.0% |