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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 | $32,723 | $99,017-67.0% | $86,587-62.2% | $147,585-77.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.50% | 1312.37%-1298.9pp | 964.86%-951.4pp | 578.56%-565.1pp |
| Employer contribution / active EE | $3,791 | $3,132+21.0% | $2,839+33.5% | $4,876-22.3% |
| Participant deferral / active EE | $9,938 | $3,972+150.2% | $3,609+175.4% | $5,439+82.7% |
| Admin fee / account holder | $530 | $5,710-90.7% | $4,906-89.2% | $10,885-95.1% |