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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 | $50,970 | $57,305-11.1% | $86,640-41.2% | $75,173-32.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.09% | 2674.24%-2660.1pp | 592.52%-578.4pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,325 | $2,316+43.6% | $3,024+9.9% | $2,671+24.5% |
| Participant deferral / active EE | $5,693 | $3,320+71.5% | $4,438+28.3% | $4,126+38.0% |
| Admin fee / account holder | $5,474 | $4,116+33.0% | $5,616-2.5% | $5,651-3.1% |