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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 | $57,313 | $88,815-35.5% | $81,882-30.0% | $145,897-60.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.75% | 1033.75%-1002.0pp | 779.47%-747.7pp | 552.29%-520.5pp |
| Employer contribution / active EE | $4,984 | $3,086+61.5% | $2,916+70.9% | $4,663+6.9% |
| Participant deferral / active EE | $19,163 | $4,647+312.3% | $4,323+343.3% | $6,689+186.5% |
| Admin fee / account holder | $4,135 | $8,434-51.0% | $7,360-43.8% | $13,390-69.1% |