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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 | $40,284 | $73,421-45.1% | $66,439-39.4% | $155,188-74.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.19% | 1382.37%-1370.2pp | 757.66%-745.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $4,745 | $3,039+56.2% | $2,637+80.0% | $4,248+11.7% |
| Participant deferral / active EE | $4,007 | $4,680-14.4% | $3,876+3.4% | $6,531-38.6% |
| Admin fee / account holder | $1,852 | $8,856-79.1% | $6,173-70.0% | $14,480-87.2% |