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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 | $55,391 | $88,815-37.6% | $81,882-32.4% | $145,897-62.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.59% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,789 | $3,086+22.8% | $2,916+29.9% | $4,663-18.7% |
| Participant deferral / active EE | $4,893 | $4,647+5.3% | $4,323+13.2% | $6,689-26.8% |
| Admin fee / account holder | $360 | $8,434-95.7% | $7,360-95.1% | $13,390-97.3% |