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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 | $57,513 | $76,368-24.7% | $67,681-15.0% | $154,746-62.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.34% | 1066.77%-1048.4pp | 590.58%-572.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,422 | $3,151+40.3% | $2,678+65.1% | $4,379+1.0% |
| Participant deferral / active EE | $15,434 | $4,824+220.0% | $3,976+288.2% | $6,730+129.3% |
| Admin fee / account holder | $708 | $8,559-91.7% | $6,100-88.4% | $14,365-95.1% |