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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 | $37,448 | $88,754-57.8% | $81,820-54.2% | $145,877-74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.91% | 1031.77%-1021.9pp | 777.93%-768.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,880 | $3,085+155.4% | $2,915+170.3% | $4,663+69.0% |
| Participant deferral / active EE | $3,940 | $4,648-15.2% | $4,323-8.9% | $6,691-41.1% |
| Admin fee / account holder | $4,158 | $8,424-50.6% | $7,391-43.7% | $13,402-69.0% |