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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 | $74,920 | $88,754-15.6% | $81,820-8.4% | $145,877-48.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.76% | 1031.77%-1022.0pp | 777.93%-768.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,065 | $3,085-33.1% | $2,915-29.2% | $4,663-55.7% |
| Participant deferral / active EE | $2,556 | $4,648-45.0% | $4,323-40.9% | $6,691-61.8% |
| Admin fee / account holder | $15,079 | $8,424+79.0% | $7,391+104.0% | $13,402+12.5% |