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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 | $64,552 | $88,710-27.2% | $81,783-21.1% | $145,959-55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.56% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $5,228 | $3,083+69.6% | $2,913+79.5% | $4,661+12.2% |
| Participant deferral / active EE | $837 | $4,645-82.0% | $4,320-80.6% | $6,689-87.5% |
| Admin fee / account holder | $359 | $8,407-95.7% | $7,380-95.1% | $13,398-97.3% |