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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 | $73,461 | $99,011-25.8% | $86,582-15.2% | $147,586-50.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.35% | 1312.75%-1301.4pp | 965.08%-953.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,495 | $3,132-52.3% | $2,839-47.4% | $4,876-69.4% |
| Participant deferral / active EE | $2,489 | $3,972-37.3% | $3,609-31.0% | $5,439-54.2% |
| Admin fee / account holder | $5,397 | $5,709-5.5% | $4,904+10.0% | $10,886-50.4% |