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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 | $71,031 | $88,754-20.0% | $81,820-13.2% | $145,877-51.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.71% | 1031.77%-1022.1pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,669 | $3,085+18.9% | $2,915+25.9% | $4,663-21.3% |
| Participant deferral / active EE | $30,500 | $4,648+556.3% | $4,323+605.6% | $6,691+355.9% |
| Admin fee / account holder | $1,265 | $8,424-85.0% | $7,391-82.9% | $13,402-90.6% |