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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 | $84,126 | $124,187-32.3% | $108,410-22.4% | $167,518-49.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.02% | 1379.80%-1366.8pp | 905.34%-892.3pp | 478.71%-465.7pp |
| Employer contribution / active EE | $3,135 | $4,187-25.1% | $3,558-11.9% | $4,838-35.2% |
| Participant deferral / active EE | $9,451 | $6,908+36.8% | $6,562+44.0% | $6,342+49.0% |
| Admin fee / account holder | $517 | $9,456-94.5% | $7,296-92.9% | $12,312-95.8% |