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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 | $34,749 | $99,011-64.9% | $86,582-59.9% | $147,586-76.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.59% | 1312.75%-1298.2pp | 965.08%-950.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $938 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $561 | $5,709-90.2% | $4,904-88.6% | $10,886-94.8% |