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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 | $88,754-65.4% | $81,820-62.4% | $145,877-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.52% | 1031.77%-1015.3pp | 777.93%-761.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $6,852 | $3,085+122.1% | $2,915+135.0% | $4,663+46.9% |
| Participant deferral / active EE | $15,499 | $4,648+233.5% | $4,323+258.6% | $6,691+131.7% |
| Admin fee / account holder | $1,891 | $8,424-77.6% | $7,391-74.4% | $13,402-85.9% |