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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 | $66,503 | $99,009-32.8% | $86,581-23.2% | $147,585-54.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.70%-1297.9pp | 965.06%-950.3pp | 578.58%-563.8pp |
| Employer contribution / active EE | $2,344 | $3,132-25.2% | $2,840-17.5% | $4,876-51.9% |
| Participant deferral / active EE | $6,495 | $3,972+63.5% | $3,609+80.0% | $5,439+19.4% |
| Admin fee / account holder | $1,594 | $5,709-72.1% | $4,904-67.5% | $10,886-85.4% |