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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 | $34,064 | $99,011-65.6% | $86,582-60.7% | $147,586-76.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 1312.75%-1296.9pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,961 | $3,132-5.5% | $2,839+4.3% | $4,876-39.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,622 | $5,709+51.0% | $4,904+75.8% | $10,886-20.8% |