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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 | $23,042 | $99,011-76.7% | $86,582-73.4% | $147,586-84.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.46% | 1312.75%-1298.3pp | 965.08%-950.6pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,577 | $3,132-17.7% | $2,839-9.2% | $4,876-47.2% |
| Participant deferral / active EE | $3,033 | $3,972-23.6% | $3,609-15.9% | $5,439-44.2% |
| Admin fee / account holder | $3,234 | $5,709-43.4% | $4,904-34.1% | $10,886-70.3% |