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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 | $51,697 | $88,815-41.8% | $81,882-36.9% | $145,897-64.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.58% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4,722 | $3,086+53.0% | $2,916+61.9% | $4,663+1.3% |
| Participant deferral / active EE | $6,553 | $4,647+41.0% | $4,323+51.6% | $6,689-2.0% |
| Admin fee / account holder | $694 | $8,434-91.8% | $7,360-90.6% | $13,390-94.8% |