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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 | $88,754-14.9% | $81,820-7.6% | $145,877-48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.58% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $10,492 | $3,085+240.0% | $2,915+259.9% | $4,663+125.0% |
| Participant deferral / active EE | $17,579 | $4,648+278.2% | $4,323+306.7% | $6,691+162.7% |
| Admin fee / account holder | $1,077 | $8,424-87.2% | $7,391-85.4% | $13,402-92.0% |