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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 | $69,043 | $88,754-22.2% | $81,820-15.6% | $145,877-52.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.23% | 1031.77%-1006.5pp | 777.93%-752.7pp | 551.28%-526.1pp |
| Employer contribution / active EE | $1,766 | $3,085-42.8% | $2,915-39.4% | $4,663-62.1% |
| Participant deferral / active EE | $7,371 | $4,648+58.6% | $4,323+70.5% | $6,691+10.2% |
| Admin fee / account holder | $967 | $8,424-88.5% | $7,391-86.9% | $13,402-92.8% |