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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 | $13,571 | $102,595-86.8% | $94,057-85.6% | $154,746-91.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.48% | 583.42%-565.9pp | 480.62%-463.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,533 | $3,147-19.5% | $2,933-13.6% | $4,379-42.2% |
| Participant deferral / active EE | $3,091 | $5,118-39.6% | $4,709-34.4% | $6,730-54.1% |
| Admin fee / account holder | $2,867 | $7,736-62.9% | $7,244-60.4% | $14,365-80.0% |