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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 | $29,298 | $102,595-71.4% | $94,057-68.9% | $154,746-81.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.62% | 583.42%-558.8pp | 480.62%-456.0pp | 172.34%-147.7pp |
| Employer contribution / active EE | $6,202 | $3,147+97.1% | $2,933+111.4% | $4,379+41.6% |
| Participant deferral / active EE | $13,195 | $5,118+157.8% | $4,709+180.2% | $6,730+96.1% |
| Admin fee / account holder | $2,282 | $7,736-70.5% | $7,244-68.5% | $14,365-84.1% |