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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 | $61,942 | $88,754-30.2% | $81,820-24.3% | $145,877-57.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.92% | 1031.77%-1008.8pp | 777.93%-755.0pp | 551.28%-528.4pp |
| Employer contribution / active EE | $6,925 | $3,085+124.5% | $2,915+137.6% | $4,663+48.5% |
| Participant deferral / active EE | $9,545 | $4,648+105.4% | $4,323+120.8% | $6,691+42.7% |
| Admin fee / account holder | $2,353 | $8,424-72.1% | $7,391-68.2% | $13,402-82.4% |