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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 | $56,701 | $88,702-36.1% | $81,780-30.7% | $145,978-61.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.27% | 1029.12%-1018.9pp | 776.27%-766.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $4,472 | $3,084+45.0% | $2,914+53.5% | $4,662-4.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,155 | $8,414+68.2% | $7,384+91.7% | $13,400+5.6% |