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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 | $56,471 | $88,778-36.4% | $81,844-31.0% | $145,884-61.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.94% | 1033.03%-1021.1pp | 778.87%-766.9pp | 551.85%-539.9pp |
| Employer contribution / active EE | $3,460 | $3,087+12.1% | $2,916+18.6% | $4,662-25.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $38,078 | $8,430+351.7% | $7,355+417.7% | $13,392+184.3% |