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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 | $69,751 | $156,927-55.6% | $121,169-42.4% | $139,456-50.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.65% | 1475.85%-1456.2pp | 986.71%-967.1pp | 373.45%-353.8pp |
| Employer contribution / active EE | $5,899 | $5,542+6.4% | $4,168+41.5% | $4,753+24.1% |
| Participant deferral / active EE | $10,403 | $4,848+114.6% | $4,083+154.8% | $6,711+55.0% |
| Admin fee / account holder | $702 | $6,946-89.9% | $5,645-87.6% | $11,407-93.8% |