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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 | $27,757 | $99,031-72.0% | $86,597-67.9% | $147,585-81.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.96% | 1312.56%-1294.6pp | 964.96%-947.0pp | 578.57%-560.6pp |
| Employer contribution / active EE | $3,942 | $3,132+25.8% | $2,840+38.8% | $4,876-19.2% |
| Participant deferral / active EE | $3,326 | $3,972-16.3% | $3,609-7.8% | $5,439-38.8% |
| Admin fee / account holder | $3,131 | $5,711-45.2% | $4,906-36.2% | $10,885-71.2% |