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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 | $81,994 | $99,011-17.2% | $86,582-5.3% | $147,586-44.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.42% | 1312.75%-1297.3pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,680 | $3,132-14.4% | $2,839-5.6% | $4,876-45.0% |
| Participant deferral / active EE | $6,664 | $3,972+67.8% | $3,609+84.7% | $5,439+22.5% |
| Admin fee / account holder | $21,689 | $5,709+279.9% | $4,904+342.3% | $10,886+99.2% |