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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 | $24,074 | $88,754-72.9% | $81,820-70.6% | $145,877-83.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.42% | 1031.77%-1016.3pp | 777.93%-762.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,915 | $3,085+26.9% | $2,915+34.3% | $4,663-16.0% |
| Participant deferral / active EE | $3,915 | $4,648-15.8% | $4,323-9.4% | $6,691-41.5% |
| Admin fee / account holder | $12,900 | $8,424+53.1% | $7,391+74.5% | $13,402-3.8% |