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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 | $57,320 | $99,011-42.1% | $86,582-33.8% | $147,586-61.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.70% | 1312.75%-1302.0pp | 965.08%-954.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $2,757 | $3,132-12.0% | $2,839-2.9% | $4,876-43.5% |
| Participant deferral / active EE | $6,166 | $3,972+55.2% | $3,609+70.9% | $5,439+13.4% |
| Admin fee / account holder | $2,127 | $5,709-62.7% | $4,904-56.6% | $10,886-80.5% |