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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 | $6,624 | $96,388-93.1% | $80,627-91.8% | $139,466-95.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.00% | 1352.08%-1330.1pp | 936.76%-914.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $925 | $3,260-71.6% | $2,723-66.0% | $4,754-80.5% |
| Participant deferral / active EE | $1,185 | $5,224-77.3% | $4,443-73.3% | $6,712-82.3% |
| Admin fee / account holder | $653 | $6,603-90.1% | $5,381-87.9% | $11,409-94.3% |