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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 | $20,810 | $99,011-79.0% | $86,582-76.0% | $147,586-85.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.97% | 1312.75%-1303.8pp | 965.08%-956.1pp | 578.59%-569.6pp |
| Employer contribution / active EE | $7,566 | $3,132+141.6% | $2,839+166.5% | $4,876+55.2% |
| Participant deferral / active EE | $9,478 | $3,972+138.6% | $3,609+162.7% | $5,439+74.3% |
| Admin fee / account holder | $11,101 | $5,709+94.5% | $4,904+126.4% | $10,886+2.0% |