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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 | $49,540 | $88,778-44.2% | $81,844-39.5% | $145,884-66.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.49% | 1033.03%-1019.5pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,402 | $3,087-54.6% | $2,916-51.9% | $4,662-69.9% |
| Participant deferral / active EE | $1,447 | $4,648-68.9% | $4,323-66.5% | $6,690-78.4% |
| Admin fee / account holder | $6,534 | $8,430-22.5% | $7,355-11.2% | $13,392-51.2% |