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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 | $43,784 | $99,031-55.8% | $86,597-49.4% | $147,585-70.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.32% | 1312.56%-1300.2pp | 964.96%-952.6pp | 578.57%-566.3pp |
| Employer contribution / active EE | $3,414 | $3,132+9.0% | $2,840+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $3,414 | $3,972-14.1% | $3,609-5.4% | $5,439-37.2% |
| Admin fee / account holder | $304 | $5,711-94.7% | $4,906-93.8% | $10,885-97.2% |