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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 | $72,832 | $88,778-18.0% | $81,844-11.0% | $145,884-50.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1033.03%-1016.3pp | 778.87%-762.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $2,927 | $3,087-5.2% | $2,916+0.4% | $4,662-37.2% |
| Participant deferral / active EE | $3,961 | $4,648-14.8% | $4,323-8.4% | $6,690-40.8% |
| Admin fee / account holder | $3,384 | $8,430-59.9% | $7,355-54.0% | $13,392-74.7% |