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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 | $68,792 | $88,815-22.5% | $81,882-16.0% | $145,897-52.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $5,173 | $3,086+67.6% | $2,916+77.4% | $4,663+11.0% |
| Participant deferral / active EE | $4,493 | $4,647-3.3% | $4,323+3.9% | $6,689-32.8% |
| Admin fee / account holder | $21,106 | $8,434+150.2% | $7,360+186.8% | $13,390+57.6% |