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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 | $39,967 | $124,175-67.8% | $108,405-63.1% | $167,536-76.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.66% | 1380.13%-1359.5pp | 905.55%-884.9pp | 478.82%-458.2pp |
| Employer contribution / active EE | $3,015 | $4,188-28.0% | $3,559-15.3% | $4,839-37.7% |
| Participant deferral / active EE | $5,777 | $6,908-16.4% | $6,563-12.0% | $6,342-8.9% |
| Admin fee / account holder | $2,282 | $9,457-75.9% | $7,297-68.7% | $12,315-81.5% |