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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 | $80,951 | $234,190-65.4% | $180,320-55.1% | $198,609-59.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 14.66% | 1057.44%-1042.8pp | 778.54%-763.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $5,135 | $5,258-2.3% | $4,108+25.0% | $5,055+1.6% |
| Participant deferral / active EE | $11,533 | $4,988+131.2% | $4,304+167.9% | $6,977+65.3% |
| Admin fee / account holder | $6,096 | $12,558-51.5% | $10,000-39.0% | $19,030-68.0% |