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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 | $61,797 | $96,419-35.9% | $80,648-23.4% | $139,487-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.83% | 1352.86%-1335.0pp | 937.21%-919.4pp | 373.84%-356.0pp |
| Employer contribution / active EE | $11,373 | $3,261+248.7% | $2,724+317.6% | $4,755+139.2% |
| Participant deferral / active EE | $8,357 | $5,225+59.9% | $4,443+88.1% | $6,713+24.5% |
| Admin fee / account holder | $1,330 | $6,605-79.9% | $5,382-75.3% | $11,407-88.3% |