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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 | $71,786 | $90,617-20.8% | $79,476-9.7% | $135,382-47.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.50% | 977.57%-967.1pp | 718.21%-707.7pp | 519.77%-509.3pp |
| Employer contribution / active EE | $5,747 | $3,068+87.3% | $2,800+105.2% | $4,779+20.3% |
| Participant deferral / active EE | $3,168 | $4,050-21.8% | $3,704-14.5% | $5,609-43.5% |
| Admin fee / account holder | $947 | $5,907-84.0% | $5,113-81.5% | $10,829-91.3% |