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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 | $4,509 | $88,702-94.9% | $81,780-94.5% | $145,978-96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.84% | 1029.12%-1018.3pp | 776.27%-765.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $5,016 | $3,084+62.6% | $2,914+72.1% | $4,662+7.6% |
| Participant deferral / active EE | $14,680 | $4,645+216.0% | $4,321+239.8% | $6,690+119.4% |
| Admin fee / account holder | $26,399 | $8,414+213.7% | $7,384+257.5% | $13,400+97.0% |