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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 | $70,858 | $99,011-28.4% | $86,582-18.2% | $147,586-52.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.58% | 1312.75%-1303.2pp | 965.08%-955.5pp | 578.59%-569.0pp |
| Employer contribution / active EE | $5,041 | $3,132+60.9% | $2,839+77.5% | $4,876+3.4% |
| Participant deferral / active EE | $11,726 | $3,972+195.2% | $3,609+224.9% | $5,439+115.6% |
| Admin fee / account holder | $413 | $5,709-92.8% | $4,904-91.6% | $10,886-96.2% |