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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 | $30,748 | $88,815-65.4% | $81,882-62.4% | $145,897-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.52% | 1033.75%-1017.2pp | 779.47%-763.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $6,852 | $3,086+122.0% | $2,916+135.0% | $4,663+46.9% |
| Participant deferral / active EE | $15,499 | $4,647+233.5% | $4,323+258.5% | $6,689+131.7% |
| Admin fee / account holder | $1,891 | $8,434-77.6% | $7,360-74.3% | $13,390-85.9% |