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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 | $82,367 | $88,778-7.2% | $81,844+0.6% | $145,884-43.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.18% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $6,276 | $3,087+103.3% | $2,916+115.2% | $4,662+34.6% |
| Participant deferral / active EE | $16,103 | $4,648+246.4% | $4,323+272.4% | $6,690+140.7% |
| Admin fee / account holder | $15,385 | $8,430+82.5% | $7,355+109.2% | $13,392+14.9% |