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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 | $74,534 | $88,815-16.1% | $81,882-9.0% | $145,897-48.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.36% | 1033.75%-1016.4pp | 779.47%-762.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $4,031 | $3,086+30.6% | $2,916+38.2% | $4,663-13.6% |
| Participant deferral / active EE | $1,643 | $4,647-64.7% | $4,323-62.0% | $6,689-75.4% |
| Admin fee / account holder | $1,312 | $8,434-84.4% | $7,360-82.2% | $13,390-90.2% |