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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 | $39,432 | $96,388-59.1% | $80,627-51.1% | $139,466-71.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.97% | 1352.08%-1340.1pp | 936.76%-924.8pp | 373.66%-361.7pp |
| Employer contribution / active EE | $5,533 | $3,260+69.7% | $2,723+103.2% | $4,754+16.4% |
| Participant deferral / active EE | $7,715 | $5,224+47.7% | $4,443+73.7% | $6,712+14.9% |
| Admin fee / account holder | $1,408 | $6,603-78.7% | $5,381-73.8% | $11,409-87.7% |