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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 | $28,940 | $99,011-70.8% | $86,582-66.6% | $147,586-80.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.00% | 1312.75%-1292.7pp | 965.08%-945.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $3,999 | $3,132+27.7% | $2,839+40.8% | $4,876-18.0% |
| Participant deferral / active EE | $6,919 | $3,972+74.2% | $3,609+91.7% | $5,439+27.2% |
| Admin fee / account holder | $2,713 | $5,709-52.5% | $4,904-44.7% | $10,886-75.1% |