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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 | $94,282 | $124,187-24.1% | $108,410-13.0% | $167,518-43.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.70% | 1379.80%-1366.1pp | 905.34%-891.6pp | 478.71%-465.0pp |
| Employer contribution / active EE | $4,947 | $4,187+18.2% | $3,558+39.0% | $4,838+2.2% |
| Participant deferral / active EE | $18,015 | $6,908+160.8% | $6,562+174.5% | $6,342+184.1% |
| Admin fee / account holder | $2,614 | $9,456-72.4% | $7,296-64.2% | $12,312-78.8% |