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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 | $48,151 | $97,729-50.7% | $83,830-42.6% | $135,379-64.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.39% | 1287.52%-1281.1pp | 850.97%-844.6pp | 519.79%-513.4pp |
| Employer contribution / active EE | $4,730 | $4,222+12.0% | $3,631+30.3% | $4,779-1.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $121,820 | $6,674+1725.2% | $5,479+2123.6% | $10,828+1025.1% |