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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 | $41,454 | $156,970-73.6% | $121,210-65.8% | $139,487-70.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.34% | 1477.10%-1456.8pp | 987.41%-967.1pp | 373.84%-353.5pp |
| Employer contribution / active EE | $3,154 | $5,546-43.1% | $4,171-24.4% | $4,755-33.7% |
| Participant deferral / active EE | $6,195 | $4,849+27.8% | $4,084+51.7% | $6,713-7.7% |
| Admin fee / account holder | $864 | $6,947-87.6% | $5,647-84.7% | $11,407-92.4% |