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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 | $75,879 | $88,754-14.5% | $81,820-7.3% | $145,877-48.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.65% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,354 | $3,085+138.3% | $2,915+152.3% | $4,663+57.7% |
| Participant deferral / active EE | $1,469 | $4,648-68.4% | $4,323-66.0% | $6,691-78.0% |
| Admin fee / account holder | $1,059 | $8,424-87.4% | $7,391-85.7% | $13,402-92.1% |