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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 | $44,505 | $88,815-49.9% | $81,882-45.6% | $145,897-69.5% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.53% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.8pp |
| Employer contribution / active EE | $5,391 | $3,086+74.7% | $2,916+84.9% | $4,663+15.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,301 | $8,434-37.1% | $7,360-28.0% | $13,390-60.4% |