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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 | $44,983 | $138,114-67.4% | $125,391-64.1% | $134,545-66.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 12.38% | 750.88%-738.5pp | 572.41%-560.0pp | 418.37%-406.0pp |
| Employer contribution / active EE | $7,678 | $5,246+46.4% | $4,816+59.4% | $4,742+61.9% |
| Participant deferral / active EE | $4,847 | $7,801-37.9% | $7,448-34.9% | $6,401-24.3% |
| Admin fee / account holder | $5,925 | $11,570-48.8% | $10,009-40.8% | $11,431-48.2% |