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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 | $42,504 | $88,815-52.1% | $81,882-48.1% | $145,897-70.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.32% | 1033.75%-1016.4pp | 779.47%-762.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $3,721 | $3,086+20.6% | $2,916+27.6% | $4,663-20.2% |
| Participant deferral / active EE | $3,706 | $4,647-20.3% | $4,323-14.3% | $6,689-44.6% |
| Admin fee / account holder | $577 | $8,434-93.2% | $7,360-92.2% | $13,390-95.7% |