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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 | $42,269 | $96,388-56.1% | $80,627-47.6% | $139,466-69.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 1352.08%-1334.2pp | 936.76%-918.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,462 | $3,260+98.2% | $2,723+137.4% | $4,754+35.9% |
| Participant deferral / active EE | $6,279 | $5,224+20.2% | $4,443+41.3% | $6,712-6.5% |
| Admin fee / account holder | $429 | $6,603-93.5% | $5,381-92.0% | $11,409-96.2% |