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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 | $23,999 | $99,009-75.8% | $86,581-72.3% | $147,585-83.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 18.41% | 1312.70%-1294.3pp | 965.06%-946.6pp | 578.58%-560.2pp |
| Employer contribution / active EE | $989 | $3,132-68.4% | $2,840-65.2% | $4,876-79.7% |
| Participant deferral / active EE | $5,475 | $3,972+37.8% | $3,609+51.7% | $5,439+0.7% |
| Admin fee / account holder | $344 | $5,709-94.0% | $4,904-93.0% | $10,886-96.8% |