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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 | $59,036 | $76,368-22.7% | $67,681-12.8% | $154,746-61.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.32% | 1066.77%-1055.5pp | 590.58%-579.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,542 | $3,151+12.4% | $2,678+32.2% | $4,379-19.1% |
| Participant deferral / active EE | $3,457 | $4,824-28.3% | $3,976-13.1% | $6,730-48.6% |
| Admin fee / account holder | $7,925 | $8,559-7.4% | $6,100+29.9% | $14,365-44.8% |