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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 | $15,448 | $99,017-84.4% | $86,587-82.2% | $147,585-89.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 29.85% | 1312.37%-1282.5pp | 964.86%-935.0pp | 578.56%-548.7pp |
| Employer contribution / active EE | $2,454 | $3,132-21.6% | $2,839-13.6% | $4,876-49.7% |
| Participant deferral / active EE | $2,901 | $3,972-27.0% | $3,609-19.6% | $5,439-46.7% |
| Admin fee / account holder | $1,825 | $5,710-68.0% | $4,906-62.8% | $10,885-83.2% |