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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 | $28,705 | $96,419-70.2% | $80,648-64.4% | $139,487-79.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.20% | 1352.86%-1340.7pp | 937.21%-925.0pp | 373.84%-361.6pp |
| Employer contribution / active EE | $6,465 | $3,261+98.2% | $2,724+137.4% | $4,755+36.0% |
| Participant deferral / active EE | $6,225 | $5,225+19.1% | $4,443+40.1% | $6,713-7.3% |
| Admin fee / account holder | $315 | $6,605-95.2% | $5,382-94.1% | $11,407-97.2% |