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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 | $60,011 | $76,368-21.4% | $67,681-11.3% | $154,746-61.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.69% | 1066.77%-1047.1pp | 590.58%-570.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $7,832 | $3,151+148.5% | $2,678+192.4% | $4,379+78.8% |
| Participant deferral / active EE | $13,421 | $4,824+178.2% | $3,976+237.6% | $6,730+99.4% |
| Admin fee / account holder | $4,289 | $8,559-49.9% | $6,100-29.7% | $14,365-70.1% |