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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 | $26,922 | $99,011-72.8% | $86,582-68.9% | $147,586-81.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1312.75%-1299.1pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,144 | $3,132-63.5% | $2,839-59.7% | $4,876-76.5% |
| Participant deferral / active EE | $2,605 | $3,972-34.4% | $3,609-27.8% | $5,439-52.1% |
| Admin fee / account holder | $941 | $5,709-83.5% | $4,904-80.8% | $10,886-91.4% |