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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 | $11,235 | $88,702-87.3% | $81,780-86.3% | $145,978-92.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 42.74% | 1029.12%-986.4pp | 776.27%-733.5pp | 550.52%-507.8pp |
| Employer contribution / active EE | $2,084 | $3,084-32.4% | $2,914-28.5% | $4,662-55.3% |
| Participant deferral / active EE | $3,994 | $4,645-14.0% | $4,321-7.6% | $6,690-40.3% |
| Admin fee / account holder | $699 | $8,414-91.7% | $7,384-90.5% | $13,400-94.8% |