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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 | $45,031 | $88,778-49.3% | $81,844-45.0% | $145,884-69.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.06% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $6,405 | $3,087+107.5% | $2,916+119.6% | $4,662+37.4% |
| Participant deferral / active EE | $4,481 | $4,648-3.6% | $4,323+3.7% | $6,690-33.0% |
| Admin fee / account holder | $2,835 | $8,430-66.4% | $7,355-61.5% | $13,392-78.8% |