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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 | $47,832 | $88,815-46.1% | $81,882-41.6% | $145,897-67.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.97% | 1033.75%-1014.8pp | 779.47%-760.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $6,494 | $3,086+110.4% | $2,916+122.7% | $4,663+39.3% |
| Participant deferral / active EE | $2,908 | $4,647-37.4% | $4,323-32.7% | $6,689-56.5% |
| Admin fee / account holder | $2,182 | $8,434-74.1% | $7,360-70.4% | $13,390-83.7% |