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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 | $62,655 | $76,368-18.0% | $67,681-7.4% | $154,746-59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.51% | 1066.77%-1053.3pp | 590.58%-577.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,196 | $3,151+1.4% | $2,678+19.3% | $4,379-27.0% |
| Participant deferral / active EE | $3,246 | $4,824-32.7% | $3,976-18.3% | $6,730-51.8% |
| Admin fee / account holder | $770 | $8,559-91.0% | $6,100-87.4% | $14,365-94.6% |