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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 | $74,241 | $156,970-52.7% | $121,210-38.8% | $139,487-46.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.18% | 1477.10%-1460.9pp | 987.41%-971.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,047 | $5,546-45.1% | $4,171-26.9% | $4,755-35.9% |
| Participant deferral / active EE | $14,120 | $4,849+191.2% | $4,084+245.8% | $6,713+110.4% |
| Admin fee / account holder | $657 | $6,947-90.5% | $5,647-88.4% | $11,407-94.2% |