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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 | $45,026 | $99,011-54.5% | $86,582-48.0% | $147,586-69.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.34% | 1312.75%-1303.4pp | 965.08%-955.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $3,989 | $3,132+27.4% | $2,839+40.5% | $4,876-18.2% |
| Participant deferral / active EE | $800 | $3,972-79.9% | $3,609-77.8% | $5,439-85.3% |
| Admin fee / account holder | $9,168 | $5,709+60.6% | $4,904+86.9% | $10,886-15.8% |