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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 | $76,398 | $99,011-22.8% | $86,582-11.8% | $147,586-48.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.22% | 1312.75%-1302.5pp | 965.08%-954.9pp | 578.59%-568.4pp |
| Employer contribution / active EE | $5,020 | $3,132+60.3% | $2,839+76.8% | $4,876+2.9% |
| Participant deferral / active EE | $6,460 | $3,972+62.6% | $3,609+79.0% | $5,439+18.8% |
| Admin fee / account holder | $766 | $5,709-86.6% | $4,904-84.4% | $10,886-93.0% |