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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 | $57,193 | $99,017-42.2% | $86,587-33.9% | $147,585-61.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.85% | 1312.37%-1295.5pp | 964.86%-948.0pp | 578.56%-561.7pp |
| Employer contribution / active EE | $3,032 | $3,132-3.2% | $2,839+6.8% | $4,876-37.8% |
| Participant deferral / active EE | $5,306 | $3,972+33.6% | $3,609+47.0% | $5,439-2.4% |
| Admin fee / account holder | $5,339 | $5,710-6.5% | $4,906+8.8% | $10,885-51.0% |