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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 | $38,994 | $156,927-75.2% | $121,169-67.8% | $139,456-72.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 1475.85%-1465.8pp | 986.71%-976.7pp | 373.45%-363.4pp |
| Employer contribution / active EE | $5,199 | $5,542-6.2% | $4,168+24.7% | $4,753+9.4% |
| Participant deferral / active EE | $4,880 | $4,848+0.6% | $4,083+19.5% | $6,711-27.3% |
| Admin fee / account holder | $42,290 | $6,946+508.9% | $5,645+649.1% | $11,407+270.7% |