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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 | $71,553 | $88,710-19.3% | $81,783-12.5% | $145,959-51.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.07% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,069 | $3,083-32.9% | $2,913-29.0% | $4,661-55.6% |
| Participant deferral / active EE | $10,547 | $4,645+127.1% | $4,320+144.1% | $6,689+57.7% |
| Admin fee / account holder | $635 | $8,407-92.5% | $7,380-91.4% | $13,398-95.3% |