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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 | $44,543 | $88,778-49.8% | $81,844-45.6% | $145,884-69.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.57% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $7,128 | $3,087+130.9% | $2,916+144.4% | $4,662+52.9% |
| Participant deferral / active EE | $6,124 | $4,648+31.8% | $4,323+41.7% | $6,690-8.5% |
| Admin fee / account holder | $14,743 | $8,430+74.9% | $7,355+100.4% | $13,392+10.1% |