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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 | $56,779 | $99,011-42.7% | $86,582-34.4% | $147,586-61.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.05% | 1312.75%-1299.7pp | 965.08%-952.0pp | 578.59%-565.5pp |
| Employer contribution / active EE | $4,137 | $3,132+32.1% | $2,839+45.7% | $4,876-15.2% |
| Participant deferral / active EE | $8,868 | $3,972+123.2% | $3,609+145.8% | $5,439+63.1% |
| Admin fee / account holder | $1,697 | $5,709-70.3% | $4,904-65.4% | $10,886-84.4% |