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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 | $99,031-76.9% | $86,597-73.6% | $147,585-84.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 25.01% | 1312.56%-1287.5pp | 964.96%-939.9pp | 578.57%-553.6pp |
| Employer contribution / active EE | $8,255 | $3,132+163.5% | $2,840+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 | $5,711-73.3% | $4,906-68.9% | $10,885-86.0% |