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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 | $41,180 | $88,778-53.6% | $81,844-49.7% | $145,884-71.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $5,394 | $3,087+74.7% | $2,916+85.0% | $4,662+15.7% |
| Participant deferral / active EE | $10,144 | $4,648+118.2% | $4,323+134.6% | $6,690+51.6% |
| Admin fee / account holder | $5,408 | $8,430-35.8% | $7,355-26.5% | $13,392-59.6% |