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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 | $26,223 | $124,187-78.9% | $108,410-75.8% | $167,518-84.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.98% | 1379.80%-1365.8pp | 905.34%-891.4pp | 478.71%-464.7pp |
| Employer contribution / active EE | $2,030 | $4,187-51.5% | $3,558-42.9% | $4,838-58.0% |
| Participant deferral / active EE | $3,865 | $6,908-44.0% | $6,562-41.1% | $6,342-39.0% |
| Admin fee / account holder | $3,103 | $9,456-67.2% | $7,296-57.5% | $12,312-74.8% |