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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 | $30,479 | $180,749-83.1% | $160,784-81.0% | $137,256-77.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 841.18% | 2234.46%-1393.3pp | 1803.92%-962.7pp | 220.34%+620.8pp |
| Employer contribution / active EE | $1,278 | $4,155-69.2% | $3,733-65.8% | $4,156-69.3% |
| Participant deferral / active EE | $5,927 | $6,844-13.4% | $6,293-5.8% | $6,407-7.5% |
| Admin fee / account holder | $3,047 | $10,397-70.7% | $9,717-68.6% | $12,270-75.2% |