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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 | $29,398 | $88,778-66.9% | $81,844-64.1% | $145,884-79.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.75% | 1033.03%-1023.3pp | 778.87%-769.1pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,667 | $3,087+51.2% | $2,916+60.0% | $4,662+0.1% |
| Participant deferral / active EE | $6,357 | $4,648+36.8% | $4,323+47.0% | $6,690-5.0% |
| Admin fee / account holder | $856 | $8,430-89.8% | $7,355-88.4% | $13,392-93.6% |