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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 | $41,295 | $173,397-76.2% | $135,987-69.6% | $145,877-71.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 23.64% | 1166.18%-1142.5pp | 580.01%-556.4pp | 551.28%-527.6pp |
| Employer contribution / active EE | $4,243 | $5,281-19.7% | $4,214+0.7% | $4,663-9.0% |
| Participant deferral / active EE | $14,703 | $8,710+68.8% | $7,027+109.2% | $6,691+119.8% |
| Admin fee / account holder | $1,005 | $9,663-89.6% | $6,716-85.0% | $13,402-92.5% |