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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 | $29,982 | $96,419-68.9% | $80,648-62.8% | $139,487-78.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 1352.86%-1339.9pp | 937.21%-924.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $3,203 | $3,261-1.8% | $2,724+17.6% | $4,755-32.6% |
| Participant deferral / active EE | $8,451 | $5,225+61.7% | $4,443+90.2% | $6,713+25.9% |
| Admin fee / account holder | $16,554 | $6,605+150.6% | $5,382+207.6% | $11,407+45.1% |