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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 | $37,953 | $88,778-57.2% | $81,844-53.6% | $145,884-74.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1033.03%-1017.1pp | 778.87%-763.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,494 | $3,087-19.2% | $2,916-14.5% | $4,662-46.5% |
| Participant deferral / active EE | $10,343 | $4,648+122.5% | $4,323+139.2% | $6,690+54.6% |
| Admin fee / account holder | $3,628 | $8,430-57.0% | $7,355-50.7% | $13,392-72.9% |