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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 | $41,028 | $156,963-73.9% | $121,204-66.1% | $139,466-70.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.93% | 1476.75%-1459.8pp | 987.18%-970.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $5,139 | $5,544-7.3% | $4,170+23.2% | $4,754+8.1% |
| Participant deferral / active EE | $2,230 | $4,848-54.0% | $4,083-45.4% | $6,712-66.8% |
| Admin fee / account holder | $16,616 | $6,953+139.0% | $5,651+194.0% | $11,409+45.6% |