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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 | $93,508 | $156,970-40.4% | $121,210-22.9% | $139,487-33.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.07% | 1477.10%-1456.0pp | 987.41%-966.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,746 | $5,546-14.4% | $4,171+13.8% | $4,755-0.2% |
| Participant deferral / active EE | $7,153 | $4,849+47.5% | $4,084+75.2% | $6,713+6.6% |
| Admin fee / account holder | $725 | $6,947-89.6% | $5,647-87.2% | $11,407-93.6% |