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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 | $17,441 | $88,754-80.3% | $81,820-78.7% | $145,877-88.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.62% | 1031.77%-1018.1pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,570 | $3,085-16.7% | $2,915-11.8% | $4,663-44.9% |
| Participant deferral / active EE | $3,277 | $4,648-29.5% | $4,323-24.2% | $6,691-51.0% |
| Admin fee / account holder | $851 | $8,424-89.9% | $7,391-88.5% | $13,402-93.7% |