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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 | $32,800 | $88,815-63.1% | $81,882-59.9% | $145,897-77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.63% | 1033.75%-1017.1pp | 779.47%-762.8pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,221 | $3,086+36.8% | $2,916+44.8% | $4,663-9.5% |
| Participant deferral / active EE | $3,468 | $4,647-25.4% | $4,323-19.8% | $6,689-48.2% |
| Admin fee / account holder | $1,207 | $8,434-85.7% | $7,360-83.6% | $13,390-91.0% |