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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 | $88,778-0.8% | $81,844+7.6% | $145,884-39.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.69% | 1033.03%-1018.3pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,281 | $3,087+6.3% | $2,916+12.5% | $4,662-29.6% |
| Participant deferral / active EE | $7,142 | $4,648+53.6% | $4,323+65.2% | $6,690+6.8% |
| Admin fee / account holder | $14,580 | $8,430+73.0% | $7,355+98.2% | $13,392+8.9% |