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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 | $43,350 | $88,778-51.2% | $81,844-47.0% | $145,884-70.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.86% | 1033.03%-1023.2pp | 778.87%-769.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,568 | $3,087+15.6% | $2,916+22.4% | $4,662-23.5% |
| Participant deferral / active EE | $3,568 | $4,648-23.2% | $4,323-17.5% | $6,690-46.7% |
| Admin fee / account holder | $1,205 | $8,430-85.7% | $7,355-83.6% | $13,392-91.0% |