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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 | $30,945 | $124,175-75.1% | $108,405-71.5% | $167,553-81.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.39% | 1380.13%-1366.7pp | 905.55%-892.2pp | 478.89%-465.5pp |
| Employer contribution / active EE | $4,654 | $4,188+11.1% | $3,559+30.8% | $4,840-3.8% |
| Participant deferral / active EE | $8,860 | $6,908+28.3% | $6,563+35.0% | $6,343+39.7% |
| Admin fee / account holder | $1,984 | $9,457-79.0% | $7,297-72.8% | $12,316-83.9% |