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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 | $62,138 | $156,927-60.4% | $121,169-48.7% | $139,456-55.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.48% | 1475.85%-1466.4pp | 986.71%-977.2pp | 373.45%-364.0pp |
| Employer contribution / active EE | $4,515 | $5,542-18.5% | $4,168+8.3% | $4,753-5.0% |
| Participant deferral / active EE | $1,579 | $4,848-67.4% | $4,083-61.3% | $6,711-76.5% |
| Admin fee / account holder | $36,885 | $6,946+431.0% | $5,645+553.4% | $11,407+223.3% |