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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 | $85,579 | $99,031-13.6% | $86,597-1.2% | $147,585-42.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.49% | 1312.56%-1297.1pp | 964.96%-949.5pp | 578.57%-563.1pp |
| Employer contribution / active EE | $2,929 | $3,132-6.5% | $2,840+3.2% | $4,876-39.9% |
| Participant deferral / active EE | $5,479 | $3,972+37.9% | $3,609+51.8% | $5,439+0.7% |
| Admin fee / account holder | $843 | $5,711-85.2% | $4,906-82.8% | $10,885-92.3% |