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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 | $68,161 | $88,702-23.2% | $81,780-16.7% | $145,978-53.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.91% | 1029.12%-1016.2pp | 776.27%-763.4pp | 550.52%-537.6pp |
| Employer contribution / active EE | $5,605 | $3,084+81.7% | $2,914+92.3% | $4,662+20.2% |
| Participant deferral / active EE | $19,241 | $4,645+314.2% | $4,321+345.3% | $6,690+187.6% |
| Admin fee / account holder | $362 | $8,414-95.7% | $7,384-95.1% | $13,400-97.3% |