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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 | $49,901 | $99,009-49.6% | $86,581-42.4% | $147,585-66.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.79% | 1312.70%-1296.9pp | 965.06%-949.3pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,493 | $3,132-52.3% | $2,840-47.4% | $4,876-69.4% |
| Participant deferral / active EE | $4,044 | $3,972+1.8% | $3,609+12.1% | $5,439-25.6% |
| Admin fee / account holder | $6,800 | $5,709+19.1% | $4,904+38.7% | $10,886-37.5% |