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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 | $38,921 | $88,778-56.2% | $81,844-52.4% | $145,884-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.72% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,948 | $3,087-36.9% | $2,916-33.2% | $4,662-58.2% |
| Participant deferral / active EE | $4,128 | $4,648-11.2% | $4,323-4.5% | $6,690-38.3% |
| Admin fee / account holder | $10,355 | $8,430+22.8% | $7,355+40.8% | $13,392-22.7% |