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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 | $28,515 | $102,595-72.2% | $94,057-69.7% | $154,746-81.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 34.26% | 583.42%-549.2pp | 480.62%-446.4pp | 172.34%-138.1pp |
| Employer contribution / active EE | $2,961 | $3,147-5.9% | $2,933+1.0% | $4,379-32.4% |
| Participant deferral / active EE | $13,288 | $5,118+159.6% | $4,709+182.2% | $6,730+97.4% |
| Admin fee / account holder | $535 | $7,736-93.1% | $7,244-92.6% | $14,365-96.3% |