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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 | $67,267 | $99,009-32.1% | $86,581-22.3% | $147,585-54.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.92% | 1312.70%-1298.8pp | 965.06%-951.1pp | 578.58%-564.7pp |
| Employer contribution / active EE | $2,291 | $3,132-26.9% | $2,840-19.3% | $4,876-53.0% |
| Participant deferral / active EE | $1,829 | $3,972-53.9% | $3,609-49.3% | $5,439-66.4% |
| Admin fee / account holder | $7,225 | $5,709+26.6% | $4,904+47.3% | $10,886-33.6% |