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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 | $55,179 | $124,187-55.6% | $108,410-49.1% | $167,518-67.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.13% | 1379.80%-1362.7pp | 905.34%-888.2pp | 478.71%-461.6pp |
| Employer contribution / active EE | $6,914 | $4,187+65.1% | $3,558+94.3% | $4,838+42.9% |
| Participant deferral / active EE | $5,488 | $6,908-20.6% | $6,562-16.4% | $6,342-13.5% |
| Admin fee / account holder | $589 | $9,456-93.8% | $7,296-91.9% | $12,312-95.2% |