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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 | $40,928 | $88,778-53.9% | $81,844-50.0% | $145,884-71.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.97% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $4,193 | $3,087+35.8% | $2,916+43.8% | $4,662-10.1% |
| Participant deferral / active EE | $10,871 | $4,648+133.9% | $4,323+151.4% | $6,690+62.5% |
| Admin fee / account holder | $18,908 | $8,430+124.3% | $7,355+157.1% | $13,392+41.2% |