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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 | $36,520 | $88,778-58.9% | $81,844-55.4% | $145,884-75.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.14% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $10,721 | $3,087+247.3% | $2,916+267.6% | $4,662+130.0% |
| Participant deferral / active EE | $6,679 | $4,648+43.7% | $4,323+54.5% | $6,690-0.2% |
| Admin fee / account holder | $8,297 | $8,430-1.6% | $7,355+12.8% | $13,392-38.0% |