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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 | $30,984 | $180,462-82.8% | $154,111-79.9% | $135,379-77.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.62% | 888.17%-878.6pp | 735.18%-725.6pp | 519.79%-510.2pp |
| Employer contribution / active EE | $3,618 | $6,036-40.1% | $5,298-31.7% | $4,779-24.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,190 | $16,145-67.9% | $13,411-61.3% | $10,828-52.1% |