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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 | $59,598 | $96,388-38.2% | $80,627-26.1% | $139,466-57.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.23% | 1352.08%-1331.8pp | 936.76%-916.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $15,219 | $3,260+366.9% | $2,723+459.0% | $4,754+220.1% |
| Participant deferral / active EE | $3,184 | $5,224-39.0% | $4,443-28.3% | $6,712-52.6% |
| Admin fee / account holder | $466 | $6,603-92.9% | $5,381-91.3% | $11,409-95.9% |