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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 | $57,187 | $88,815-35.6% | $81,882-30.2% | $145,897-60.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.84% | 1033.75%-1017.9pp | 779.47%-763.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $5,847 | $3,086+89.4% | $2,916+100.5% | $4,663+25.4% |
| Participant deferral / active EE | $19,370 | $4,647+316.8% | $4,323+348.1% | $6,689+189.6% |
| Admin fee / account holder | $497 | $8,434-94.1% | $7,360-93.2% | $13,390-96.3% |