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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 | $36,353 | $173,397-79.0% | $135,987-73.3% | $145,978-75.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 103.83% | 1165.22%-1061.4pp | 579.77%-475.9pp | 550.52%-446.7pp |
| Employer contribution / active EE | $5,294 | $5,281+0.3% | $4,214+25.6% | $4,662+13.6% |
| Participant deferral / active EE | $11,620 | $8,710+33.4% | $7,027+65.4% | $6,690+73.7% |
| Admin fee / account holder | $12,549 | $9,663+29.9% | $6,716+86.9% | $13,400-6.4% |