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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 | $18,433 | $96,388-80.9% | $80,627-77.1% | $139,466-86.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.60% | 1352.08%-1334.5pp | 936.76%-919.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $3,806 | $3,260+16.7% | $2,723+39.8% | $4,754-19.9% |
| Participant deferral / active EE | $8,088 | $5,224+54.8% | $4,443+82.0% | $6,712+20.5% |
| Admin fee / account holder | $7,196 | $6,603+9.0% | $5,381+33.7% | $11,409-36.9% |