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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 | $34,570 | $99,011-65.1% | $86,582-60.1% | $147,586-76.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.81% | 1312.75%-1302.9pp | 965.08%-955.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $916 | $3,132-70.7% | $2,839-67.7% | $4,876-81.2% |
| Participant deferral / active EE | $1,864 | $3,972-53.1% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $5,799 | $5,709+1.6% | $4,904+18.2% | $10,886-46.7% |