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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 | $61,700 | $92,766-33.5% | $82,763-25.5% | $134,545-54.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 8.11% | 946.97%-938.9pp | 702.45%-694.3pp | 418.37%-410.3pp |
| Employer contribution / active EE | $5,222 | $3,273+59.6% | $3,008+73.6% | $4,742+10.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,380 | $5,978+40.2% | $5,325+57.4% | $11,431-26.7% |