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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 | $21,086 | $73,421-71.3% | $66,439-68.3% | $155,188-86.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 19.45% | 1382.37%-1362.9pp | 757.66%-738.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $1,602 | $3,039-47.3% | $2,637-39.2% | $4,248-62.3% |
| Participant deferral / active EE | $4,760 | $4,680+1.7% | $3,876+22.8% | $6,531-27.1% |
| Admin fee / account holder | $977 | $8,856-89.0% | $6,173-84.2% | $14,480-93.2% |