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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 | $69,644 | $99,017-29.7% | $86,587-19.6% | $147,585-52.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.63% | 1312.37%-1302.7pp | 964.86%-955.2pp | 578.56%-568.9pp |
| Employer contribution / active EE | $11,707 | $3,132+273.8% | $2,839+312.3% | $4,876+140.1% |
| Participant deferral / active EE | $9,536 | $3,972+140.1% | $3,609+164.3% | $5,439+75.3% |
| Admin fee / account holder | $3,177 | $5,710-44.4% | $4,906-35.2% | $10,885-70.8% |