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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 | $16,848 | $97,761-82.8% | $83,850-79.9% | $135,382-87.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.39% | 1287.44%-1282.1pp | 850.92%-845.5pp | 519.77%-514.4pp |
| Employer contribution / active EE | $6,119 | $4,222+45.0% | $3,631+68.5% | $4,779+28.1% |
| Participant deferral / active EE | $3,534 | $4,682-24.5% | $4,082-13.4% | $5,609-37.0% |
| Admin fee / account holder | $969 | $6,674-85.5% | $5,478-82.3% | $10,829-91.0% |