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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 | $48,395 | $99,011-51.1% | $86,582-44.1% | $147,586-67.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.84% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $3,324 | $3,132+6.1% | $2,839+17.1% | $4,876-31.8% |
| Participant deferral / active EE | $1,729 | $3,972-56.5% | $3,609-52.1% | $5,439-68.2% |
| Admin fee / account holder | $306 | $5,709-94.6% | $4,904-93.8% | $10,886-97.2% |