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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 | $52,823 | $99,011-46.6% | $86,582-39.0% | $147,586-64.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.14% | 1312.75%-1299.6pp | 965.08%-951.9pp | 578.59%-565.5pp |
| Employer contribution / active EE | $1,920 | $3,132-38.7% | $2,839-32.4% | $4,876-60.6% |
| Participant deferral / active EE | $3,914 | $3,972-1.5% | $3,609+8.5% | $5,439-28.0% |
| Admin fee / account holder | $858 | $5,709-85.0% | $4,904-82.5% | $10,886-92.1% |