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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 | $61,330 | $99,011-38.1% | $86,582-29.2% | $147,586-58.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.17% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $909 | $3,132-71.0% | $2,839-68.0% | $4,876-81.4% |
| Participant deferral / active EE | $1,111 | $3,972-72.0% | $3,609-69.2% | $5,439-79.6% |
| Admin fee / account holder | $1,085 | $5,709-81.0% | $4,904-77.9% | $10,886-90.0% |