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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 | $53,848 | $180,749-70.2% | $160,784-66.5% | $137,256-60.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.70% | 2234.46%-2219.8pp | 1803.92%-1789.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $25,000 | $4,155+501.7% | $3,733+569.7% | $4,156+501.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $766 | $10,397-92.6% | $9,717-92.1% | $12,270-93.8% |