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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 | $90,586 | $88,754+2.1% | $81,820+10.7% | $145,877-37.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.28% | 1031.77%-1019.5pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $10,921 | $3,085+254.0% | $2,915+274.7% | $4,663+134.2% |
| Participant deferral / active EE | $8,114 | $4,648+74.6% | $4,323+87.7% | $6,691+21.3% |
| Admin fee / account holder | $26,713 | $8,424+217.1% | $7,391+261.5% | $13,402+99.3% |