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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 | $28,528 | $99,011-71.2% | $86,582-67.1% | $147,586-80.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.53% | 1312.75%-1294.2pp | 965.08%-946.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $3,473 | $3,132+10.9% | $2,839+22.3% | $4,876-28.8% |
| Participant deferral / active EE | $4,156 | $3,972+4.6% | $3,609+15.2% | $5,439-23.6% |
| Admin fee / account holder | $711 | $5,709-87.5% | $4,904-85.5% | $10,886-93.5% |