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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 | $79,732 | $88,815-10.2% | $81,882-2.6% | $145,897-45.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.18% | 1033.75%-1018.6pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,359 | $3,086+41.2% | $2,916+49.5% | $4,663-6.5% |
| Participant deferral / active EE | $11,314 | $4,647+143.5% | $4,323+161.7% | $6,689+69.1% |
| Admin fee / account holder | $574 | $8,434-93.2% | $7,360-92.2% | $13,390-95.7% |