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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 | $33,013 | $88,778-62.8% | $81,844-59.7% | $145,884-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $4,130 | $3,087+33.8% | $2,916+41.6% | $4,662-11.4% |
| Participant deferral / active EE | $12,678 | $4,648+172.7% | $4,323+193.2% | $6,690+89.5% |
| Admin fee / account holder | $1,188 | $8,430-85.9% | $7,355-83.9% | $13,392-91.1% |