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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 | $48,780 | $124,175-60.7% | $108,405-55.0% | $167,536-70.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.98% | 1380.13%-1359.2pp | 905.55%-884.6pp | 478.82%-457.8pp |
| Employer contribution / active EE | $4,244 | $4,188+1.3% | $3,559+19.2% | $4,839-12.3% |
| Participant deferral / active EE | $6,538 | $6,908-5.4% | $6,563-0.4% | $6,342+3.1% |
| Admin fee / account holder | $2,464 | $9,457-73.9% | $7,297-66.2% | $12,315-80.0% |