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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 | $24,225 | $99,011-75.5% | $86,582-72.0% | $147,586-83.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.77% | 1312.75%-1300.0pp | 965.08%-952.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,060 | $3,132-66.1% | $2,839-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $737 | $3,972-81.4% | $3,609-79.6% | $5,439-86.4% |
| Admin fee / account holder | $1,190 | $5,709-79.2% | $4,904-75.7% | $10,886-89.1% |