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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 | $55,247 | $99,031-44.2% | $86,597-36.2% | $147,585-62.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.08% | 1312.56%-1295.5pp | 964.96%-947.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $3,083 | $3,132-1.6% | $2,840+8.6% | $4,876-36.8% |
| Participant deferral / active EE | $881 | $3,972-77.8% | $3,609-75.6% | $5,439-83.8% |
| Admin fee / account holder | $2,670 | $5,711-53.2% | $4,906-45.6% | $10,885-75.5% |