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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 | $33,961 | $124,175-72.7% | $108,405-68.7% | $167,536-79.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.46% | 1380.13%-1362.7pp | 905.55%-888.1pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,457 | $4,188-41.3% | $3,559-31.0% | $4,839-49.2% |
| Participant deferral / active EE | $9,122 | $6,908+32.0% | $6,563+39.0% | $6,342+43.8% |
| Admin fee / account holder | $514 | $9,457-94.6% | $7,297-93.0% | $12,315-95.8% |