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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 | $41,536 | $99,009-58.0% | $86,581-52.0% | $147,585-71.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.94% | 1312.70%-1294.8pp | 965.06%-947.1pp | 578.58%-560.6pp |
| Employer contribution / active EE | $1,045 | $3,132-66.6% | $2,840-63.2% | $4,876-78.6% |
| Participant deferral / active EE | $3,591 | $3,972-9.6% | $3,609-0.5% | $5,439-34.0% |
| Admin fee / account holder | $4,866 | $5,709-14.8% | $4,904-0.8% | $10,886-55.3% |