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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 | $96,361-38.2% | $80,607-26.1% | $139,456-57.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.23% | 1350.95%-1330.7pp | 936.11%-915.9pp | 373.45%-353.2pp |
| Employer contribution / active EE | $15,219 | $3,262+366.5% | $2,724+458.6% | $4,753+220.2% |
| Participant deferral / active EE | $3,184 | $5,232-39.1% | $4,448-28.4% | $6,711-52.6% |
| Admin fee / account holder | $466 | $6,601-92.9% | $5,379-91.3% | $11,407-95.9% |