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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 | $35,807 | $88,815-59.7% | $81,882-56.3% | $145,897-75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.64% | 1033.75%-1012.1pp | 779.47%-757.8pp | 552.29%-530.7pp |
| Employer contribution / active EE | $4,112 | $3,086+33.2% | $2,916+41.0% | $4,663-11.8% |
| Participant deferral / active EE | $3,237 | $4,647-30.3% | $4,323-25.1% | $6,689-51.6% |
| Admin fee / account holder | $29,396 | $8,434+248.5% | $7,360+299.4% | $13,390+119.5% |