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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 | $22,434 | $97,729-77.0% | $83,830-73.2% | $135,379-83.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 212.44% | 1287.52%-1075.1pp | 850.97%-638.5pp | 519.79%-307.4pp |
| Employer contribution / active EE | $3,507 | $4,222-16.9% | $3,631-3.4% | $4,779-26.6% |
| Participant deferral / active EE | $2,223 | $4,683-52.5% | $4,082-45.6% | $5,609-60.4% |
| Admin fee / account holder | $1,661 | $6,674-75.1% | $5,479-69.7% | $10,828-84.7% |