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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 | $14,778 | $88,754-83.3% | $81,820-81.9% | $145,877-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1031.77%-1015.1pp | 777.93%-761.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $7,704 | $3,085+149.7% | $2,915+164.3% | $4,663+65.2% |
| Participant deferral / active EE | $8,389 | $4,648+80.5% | $4,323+94.1% | $6,691+25.4% |
| Admin fee / account holder | $405 | $8,424-95.2% | $7,391-94.5% | $13,402-97.0% |