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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 | $25,051 | $96,388-74.0% | $80,627-68.9% | $139,466-82.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.21% | 1352.08%-1330.9pp | 936.76%-915.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,582 | $3,260-20.8% | $2,723-5.2% | $4,754-45.7% |
| Participant deferral / active EE | $5,611 | $5,224+7.4% | $4,443+26.3% | $6,712-16.4% |
| Admin fee / account holder | $643 | $6,603-90.3% | $5,381-88.0% | $11,409-94.4% |