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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 | $59,095 | $88,754-33.4% | $81,820-27.8% | $145,877-59.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.88% | 1031.77%-1014.9pp | 777.93%-761.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,871 | $3,085+57.9% | $2,915+67.1% | $4,663+4.5% |
| Participant deferral / active EE | $10,841 | $4,648+133.3% | $4,323+150.8% | $6,691+62.0% |
| Admin fee / account holder | $4,272 | $8,424-49.3% | $7,391-42.2% | $13,402-68.1% |