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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 | $36,825 | $88,778-58.5% | $81,844-55.0% | $145,884-74.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.01% | 1033.03%-1017.0pp | 778.87%-762.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,116 | $3,087-31.5% | $2,916-27.4% | $4,662-54.6% |
| Participant deferral / active EE | $9,641 | $4,648+107.4% | $4,323+123.0% | $6,690+44.1% |
| Admin fee / account holder | $1,176 | $8,430-86.1% | $7,355-84.0% | $13,392-91.2% |