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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 | $64,388 | $88,778-27.5% | $81,844-21.3% | $145,884-55.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.51% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $3,029 | $3,087-1.9% | $2,916+3.8% | $4,662-35.0% |
| Participant deferral / active EE | $3,214 | $4,648-30.9% | $4,323-25.7% | $6,690-52.0% |
| Admin fee / account holder | $4,943 | $8,430-41.4% | $7,355-32.8% | $13,392-63.1% |