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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 | $22,831 | $99,011-76.9% | $86,582-73.6% | $147,586-84.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 25.01% | 1312.75%-1287.7pp | 965.08%-940.1pp | 578.59%-553.6pp |
| Employer contribution / active EE | $8,255 | $3,132+163.6% | $2,839+190.7% | $4,876+69.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,526 | $5,709-73.3% | $4,904-68.9% | $10,886-86.0% |