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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 | $33,279 | $88,815-62.5% | $81,882-59.4% | $145,897-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.01% | 1033.75%-1012.7pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $3,753 | $3,086+21.6% | $2,916+28.7% | $4,663-19.5% |
| Participant deferral / active EE | $10,957 | $4,647+135.8% | $4,323+153.5% | $6,689+63.8% |
| Admin fee / account holder | $483 | $8,434-94.3% | $7,360-93.4% | $13,390-96.4% |