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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 | $13,770 | $88,754-84.5% | $81,820-83.2% | $145,877-90.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.36% | 1031.77%-1007.4pp | 777.93%-753.6pp | 551.28%-526.9pp |
| Employer contribution / active EE | $2,357 | $3,085-23.6% | $2,915-19.2% | $4,663-49.5% |
| Participant deferral / active EE | $4,254 | $4,648-8.5% | $4,323-1.6% | $6,691-36.4% |
| Admin fee / account holder | $2,265 | $8,424-73.1% | $7,391-69.4% | $13,402-83.1% |