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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 | $47,109 | $88,754-46.9% | $81,820-42.4% | $145,877-67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.49% | 1031.77%-1015.3pp | 777.93%-761.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $5,475 | $3,085+77.4% | $2,915+87.8% | $4,663+17.4% |
| Participant deferral / active EE | $8,887 | $4,648+91.2% | $4,323+105.6% | $6,691+32.8% |
| Admin fee / account holder | $472 | $8,424-94.4% | $7,391-93.6% | $13,402-96.5% |