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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 | $57,694 | $88,815-35.0% | $81,882-29.5% | $145,897-60.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,309 | $3,086+39.6% | $2,916+47.8% | $4,663-7.6% |
| Participant deferral / active EE | $22,320 | $4,647+380.3% | $4,323+416.3% | $6,689+233.7% |
| Admin fee / account holder | $5,676 | $8,434-32.7% | $7,360-22.9% | $13,390-57.6% |