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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 | $75,573 | $88,815-14.9% | $81,882-7.7% | $145,897-48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.58% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $10,492 | $3,086+239.9% | $2,916+259.8% | $4,663+125.0% |
| Participant deferral / active EE | $17,579 | $4,647+278.3% | $4,323+306.6% | $6,689+162.8% |
| Admin fee / account holder | $1,077 | $8,434-87.2% | $7,360-85.4% | $13,390-92.0% |