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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 | $29,146 | $99,017-70.6% | $86,587-66.3% | $147,585-80.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.76% | 1312.37%-1294.6pp | 964.86%-947.1pp | 578.56%-560.8pp |
| Employer contribution / active EE | $3,141 | $3,132+0.3% | $2,839+10.6% | $4,876-35.6% |
| Participant deferral / active EE | $8,184 | $3,972+106.0% | $3,609+126.8% | $5,439+50.5% |
| Admin fee / account holder | $6,604 | $5,710+15.6% | $4,906+34.6% | $10,885-39.3% |