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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 | $39,814 | $88,778-55.2% | $81,844-51.4% | $145,884-72.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1033.03%-1022.4pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,667 | $3,087+18.8% | $2,916+25.7% | $4,662-21.4% |
| Participant deferral / active EE | $3,919 | $4,648-15.7% | $4,323-9.3% | $6,690-41.4% |
| Admin fee / account holder | $2,355 | $8,430-72.1% | $7,355-68.0% | $13,392-82.4% |