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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 | $24,271 | $88,778-72.7% | $81,844-70.3% | $145,884-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.94% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $3,726 | $3,087+20.7% | $2,916+27.7% | $4,662-20.1% |
| Participant deferral / active EE | $14,827 | $4,648+219.0% | $4,323+242.9% | $6,690+121.6% |
| Admin fee / account holder | $3,267 | $8,430-61.2% | $7,355-55.6% | $13,392-75.6% |