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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 | $14,028 | $99,009-85.8% | $86,581-83.8% | $147,585-90.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.35% | 1312.70%-1299.4pp | 965.06%-951.7pp | 578.58%-565.2pp |
| Employer contribution / active EE | $1,051 | $3,132-66.4% | $2,840-63.0% | $4,876-78.4% |
| Participant deferral / active EE | $1,281 | $3,972-67.7% | $3,609-64.5% | $5,439-76.4% |
| Admin fee / account holder | $2,978 | $5,709-47.8% | $4,904-39.3% | $10,886-72.6% |