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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 | $26,419 | $96,388-72.6% | $80,627-67.2% | $139,466-81.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 1352.08%-1332.3pp | 936.76%-917.0pp | 373.66%-353.9pp |
| Employer contribution / active EE | $6,914 | $3,260+112.1% | $2,723+153.9% | $4,754+45.4% |
| Participant deferral / active EE | $3,383 | $5,224-35.2% | $4,443-23.8% | $6,712-49.6% |
| Admin fee / account holder | $379 | $6,603-94.3% | $5,381-93.0% | $11,409-96.7% |