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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 | $30,911 | $168,626-81.7% | $133,698-76.9% | $145,897-78.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 21.22% | 1168.99%-1147.8pp | 580.90%-559.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $4,850 | $5,290-8.3% | $4,218+15.0% | $4,663+4.0% |
| Participant deferral / active EE | $14,298 | $8,688+64.6% | $7,016+103.8% | $6,689+113.7% |
| Admin fee / account holder | $2,552 | $9,638-73.5% | $6,703-61.9% | $13,390-80.9% |