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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 | $37,448 | $88,710-57.8% | $81,783-54.2% | $145,959-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.91% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $7,880 | $3,083+155.6% | $2,913+170.5% | $4,661+69.1% |
| Participant deferral / active EE | $3,940 | $4,645-15.2% | $4,320-8.8% | $6,689-41.1% |
| Admin fee / account holder | $4,158 | $8,407-50.5% | $7,380-43.7% | $13,398-69.0% |