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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 | $47,514 | $88,815-46.5% | $81,882-42.0% | $145,897-67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.52% | 1033.75%-1010.2pp | 779.47%-756.0pp | 552.29%-528.8pp |
| Employer contribution / active EE | $3,083 | $3,086-0.1% | $2,916+5.7% | $4,663-33.9% |
| Participant deferral / active EE | $6,083 | $4,647+30.9% | $4,323+40.7% | $6,689-9.1% |
| Admin fee / account holder | $508 | $8,434-94.0% | $7,360-93.1% | $13,390-96.2% |