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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 | $56,281 | $88,710-36.6% | $81,783-31.2% | $145,959-61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.20% | 1027.26%-1011.1pp | 775.05%-758.8pp | 561.95%-545.7pp |
| Employer contribution / active EE | $4,328 | $3,083+40.4% | $2,913+48.6% | $4,661-7.1% |
| Participant deferral / active EE | $8,259 | $4,645+77.8% | $4,320+91.2% | $6,689+23.5% |
| Admin fee / account holder | $1,685 | $8,407-80.0% | $7,380-77.2% | $13,398-87.4% |