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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 | $52,355 | $88,778-41.0% | $81,844-36.0% | $145,884-64.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $5,799 | $3,087+87.9% | $2,916+98.8% | $4,662+24.4% |
| Participant deferral / active EE | $5,800 | $4,648+24.8% | $4,323+34.1% | $6,690-13.3% |
| Admin fee / account holder | $15,847 | $8,430+88.0% | $7,355+115.4% | $13,392+18.3% |