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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 | $62,760 | $88,778-29.3% | $81,844-23.3% | $145,884-57.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.52% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,321 | $3,087+104.7% | $2,916+116.7% | $4,662+35.6% |
| Participant deferral / active EE | $13,238 | $4,648+184.8% | $4,323+206.2% | $6,690+97.9% |
| Admin fee / account holder | $2,207 | $8,430-73.8% | $7,355-70.0% | $13,392-83.5% |