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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 | $68,000 | $202,342-66.4% | $172,753-60.6% | $152,909-55.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.77% | 1029.88%-1017.1pp | 803.00%-790.2pp | 345.46%-332.7pp |
| Employer contribution / active EE | $4,290 | $5,857-26.8% | $5,144-16.6% | $4,764-10.0% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $887 | $17,112-94.8% | $13,956-93.6% | $11,601-92.4% |