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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 | $19,840 | $185,225-89.3% | $142,898-86.1% | $167,553-88.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 32.30% | 8558.12%-8525.8pp | 5639.64%-5607.3pp | 478.89%-446.6pp |
| Employer contribution / active EE | $507 | $5,607-91.0% | $4,146-87.8% | $4,840-89.5% |
| Participant deferral / active EE | $3,162 | $4,496-29.7% | $3,838-17.6% | $6,343-50.1% |
| Admin fee / account holder | $4,180 | $8,032-48.0% | $6,560-36.3% | $12,316-66.1% |