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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 | $36,863 | $156,963-76.5% | $121,204-69.6% | $139,466-73.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 31.08% | 1476.75%-1445.7pp | 987.18%-956.1pp | 373.66%-342.6pp |
| Employer contribution / active EE | $12,251 | $5,544+121.0% | $4,170+193.8% | $4,754+157.7% |
| Participant deferral / active EE | $10,143 | $4,848+109.2% | $4,083+148.4% | $6,712+51.1% |
| Admin fee / account holder | $335 | $6,953-95.2% | $5,651-94.1% | $11,409-97.1% |