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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 | $88,754-35.6% | $81,820-30.1% | $145,877-60.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.84% | 1031.77%-1015.9pp | 777.93%-762.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,847 | $3,085+89.5% | $2,915+100.6% | $4,663+25.4% |
| Participant deferral / active EE | $19,370 | $4,648+316.8% | $4,323+348.1% | $6,691+189.5% |
| Admin fee / account holder | $497 | $8,424-94.1% | $7,391-93.3% | $13,402-96.3% |