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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 | $20,076 | $99,011-79.7% | $86,582-76.8% | $147,586-86.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 35.33% | 1312.75%-1277.4pp | 965.08%-929.8pp | 578.59%-543.3pp |
| Employer contribution / active EE | $3,171 | $3,132+1.2% | $2,839+11.7% | $4,876-35.0% |
| Participant deferral / active EE | $3,570 | $3,972-10.1% | $3,609-1.1% | $5,439-34.4% |
| Admin fee / account holder | $5,125 | $5,709-10.2% | $4,904+4.5% | $10,886-52.9% |