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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 | $81,135 | $99,009-18.1% | $86,581-6.3% | $147,585-45.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.73% | 1312.70%-1300.0pp | 965.06%-952.3pp | 578.58%-565.9pp |
| Employer contribution / active EE | $5,835 | $3,132+86.3% | $2,840+105.5% | $4,876+19.7% |
| Participant deferral / active EE | $4,851 | $3,972+22.1% | $3,609+34.4% | $5,439-10.8% |
| Admin fee / account holder | $302 | $5,709-94.7% | $4,904-93.9% | $10,886-97.2% |