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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 | $44,554 | $88,815-49.8% | $81,882-45.6% | $145,897-69.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.70% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $7,031 | $3,086+127.8% | $2,916+141.1% | $4,663+50.8% |
| Participant deferral / active EE | $4,401 | $4,647-5.3% | $4,323+1.8% | $6,689-34.2% |
| Admin fee / account holder | $7,308 | $8,434-13.4% | $7,360-0.7% | $13,390-45.4% |