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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 | $15,934 | $99,011-83.9% | $86,582-81.6% | $147,586-89.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.31% | 1312.75%-1295.4pp | 965.08%-947.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,142 | $3,132-63.6% | $2,839-59.8% | $4,876-76.6% |
| Participant deferral / active EE | $3,064 | $3,972-22.9% | $3,609-15.1% | $5,439-43.7% |
| Admin fee / account holder | $1,847 | $5,709-67.6% | $4,904-62.3% | $10,886-83.0% |