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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 | $73,479 | $99,011-25.8% | $86,582-15.1% | $147,586-50.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.16% | 1312.75%-1297.6pp | 965.08%-949.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,127 | $3,132-32.1% | $2,839-25.1% | $4,876-56.4% |
| Participant deferral / active EE | $3,625 | $3,972-8.7% | $3,609+0.5% | $5,439-33.3% |
| Admin fee / account holder | $1,997 | $5,709-65.0% | $4,904-59.3% | $10,886-81.7% |