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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 | $31,420 | $99,009-68.3% | $86,581-63.7% | $147,585-78.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.11% | 1312.70%-1293.6pp | 965.06%-945.9pp | 578.58%-559.5pp |
| Employer contribution / active EE | $3,829 | $3,132+22.2% | $2,840+34.8% | $4,876-21.5% |
| Participant deferral / active EE | $5,804 | $3,972+46.1% | $3,609+60.8% | $5,439+6.7% |
| Admin fee / account holder | $1,848 | $5,709-67.6% | $4,904-62.3% | $10,886-83.0% |