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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 | $45,566 | $99,009-54.0% | $86,581-47.4% | $147,585-69.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1312.70%-1294.3pp | 965.06%-946.7pp | 578.58%-560.2pp |
| Employer contribution / active EE | $3,801 | $3,132+21.4% | $2,840+33.9% | $4,876-22.0% |
| Participant deferral / active EE | $2,568 | $3,972-35.4% | $3,609-28.8% | $5,439-52.8% |
| Admin fee / account holder | $2,100 | $5,709-63.2% | $4,904-57.2% | $10,886-80.7% |