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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 | $63,704 | $88,778-28.2% | $81,844-22.2% | $145,884-56.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $5,132 | $3,087+66.2% | $2,916+76.0% | $4,662+10.1% |
| Participant deferral / active EE | $10,114 | $4,648+117.6% | $4,323+133.9% | $6,690+51.2% |
| Admin fee / account holder | $6,792 | $8,430-19.4% | $7,355-7.7% | $13,392-49.3% |