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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 | $28,956 | $99,017-70.8% | $86,587-66.6% | $147,585-80.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.60% | 1312.37%-1296.8pp | 964.86%-949.3pp | 578.56%-563.0pp |
| Employer contribution / active EE | $2,699 | $3,132-13.8% | $2,839-5.0% | $4,876-44.7% |
| Participant deferral / active EE | $2,781 | $3,972-30.0% | $3,609-22.9% | $5,439-48.9% |
| Admin fee / account holder | $552 | $5,710-90.3% | $4,906-88.7% | $10,885-94.9% |