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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 | $11,473 | $102,595-88.8% | $94,057-87.8% | $154,746-92.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.01% | 583.42%-562.4pp | 480.62%-459.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,870 | $3,147+23.0% | $2,933+32.0% | $4,379-11.6% |
| Participant deferral / active EE | $3,917 | $5,118-23.5% | $4,709-16.8% | $6,730-41.8% |
| Admin fee / account holder | $559 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |