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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 | $71,031 | $88,815-20.0% | $81,882-13.3% | $145,897-51.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.71% | 1033.75%-1024.0pp | 779.47%-769.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,669 | $3,086+18.9% | $2,916+25.8% | $4,663-21.3% |
| Participant deferral / active EE | $30,500 | $4,647+556.3% | $4,323+605.5% | $6,689+356.0% |
| Admin fee / account holder | $1,265 | $8,434-85.0% | $7,360-82.8% | $13,390-90.6% |