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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 | $33,213 | $90,617-63.3% | $79,476-58.2% | $135,382-75.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.66% | 977.57%-968.9pp | 718.21%-709.6pp | 519.77%-511.1pp |
| Employer contribution / active EE | $3,457 | $3,068+12.7% | $2,800+23.4% | $4,779-27.7% |
| Participant deferral / active EE | $2,888 | $4,050-28.7% | $3,704-22.0% | $5,609-48.5% |
| Admin fee / account holder | $408 | $5,907-93.1% | $5,113-92.0% | $10,829-96.2% |