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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 | $16,326 | $99,011-83.5% | $86,582-81.1% | $147,586-88.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.36% | 1312.75%-1299.4pp | 965.08%-951.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $724 | $3,132-76.9% | $2,839-74.5% | $4,876-85.1% |
| Participant deferral / active EE | $947 | $3,972-76.2% | $3,609-73.8% | $5,439-82.6% |
| Admin fee / account holder | $1,477 | $5,709-74.1% | $4,904-69.9% | $10,886-86.4% |