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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 | $53,315 | $88,710-39.9% | $81,783-34.8% | $145,959-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.07% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $3,248 | $3,083+5.4% | $2,913+11.5% | $4,661-30.3% |
| Participant deferral / active EE | $8,870 | $4,645+91.0% | $4,320+105.3% | $6,689+32.6% |
| Admin fee / account holder | $63,536 | $8,407+655.7% | $7,380+760.9% | $13,398+374.2% |