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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 | $23,361 | $99,011-76.4% | $86,582-73.0% | $147,586-84.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1312.75%-1299.6pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $427 | $3,132-86.4% | $2,839-85.0% | $4,876-91.2% |
| Participant deferral / active EE | $2,118 | $3,972-46.7% | $3,609-41.3% | $5,439-61.1% |
| Admin fee / account holder | $532 | $5,709-90.7% | $4,904-89.1% | $10,886-95.1% |