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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 | $63,085 | $88,754-28.9% | $81,820-22.9% | $145,877-56.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.08% | 1031.77%-1021.7pp | 777.93%-767.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $8,753 | $3,085+183.7% | $2,915+200.3% | $4,663+87.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,793 | $8,424-43.1% | $7,391-35.2% | $13,402-64.2% |