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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 | $34,359 | $198,461-82.7% | $170,436-79.8% | $147,585-76.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.02% | 257.30%-246.3pp | 205.94%-194.9pp | 578.57%-567.6pp |
| Employer contribution / active EE | $10,035 | $6,184+62.3% | $5,433+84.7% | $4,876+105.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,159 | $16,852-87.2% | $13,880-84.4% | $10,885-80.2% |