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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 | $52,810 | $88,778-40.5% | $81,844-35.5% | $145,884-63.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.43% | 1033.03%-1013.6pp | 778.87%-759.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,983 | $3,087-35.8% | $2,916-32.0% | $4,662-57.5% |
| Participant deferral / active EE | $4,118 | $4,648-11.4% | $4,323-4.8% | $6,690-38.4% |
| Admin fee / account holder | $869 | $8,430-89.7% | $7,355-88.2% | $13,392-93.5% |