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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 | $88,029 | $88,815-0.9% | $81,882+7.5% | $145,897-39.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.69% | 1033.75%-1019.1pp | 779.47%-764.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,281 | $3,086+6.3% | $2,916+12.5% | $4,663-29.6% |
| Participant deferral / active EE | $7,142 | $4,647+53.7% | $4,323+65.2% | $6,689+6.8% |
| Admin fee / account holder | $14,580 | $8,434+72.9% | $7,360+98.1% | $13,390+8.9% |