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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 | $31,182 | $202,326-84.6% | $172,745-81.9% | $152,870-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 39.52% | 1029.72%-990.2pp | 802.90%-763.4pp | 345.34%-305.8pp |
| Employer contribution / active EE | $1,489 | $5,858-74.6% | $5,144-71.1% | $4,763-68.7% |
| Participant deferral / active EE | $4,573 | $5,948-23.1% | $5,197-12.0% | $5,850-21.8% |
| Admin fee / account holder | $2,578 | $17,110-84.9% | $13,954-81.5% | $11,597-77.8% |