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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 | $69,952 | $88,778-21.2% | $81,844-14.5% | $145,884-52.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1033.03%-1018.6pp | 778.87%-764.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $9,337 | $3,087+202.5% | $2,916+220.2% | $4,662+100.3% |
| Participant deferral / active EE | $7,108 | $4,648+52.9% | $4,323+64.4% | $6,690+6.3% |
| Admin fee / account holder | $1,000 | $8,430-88.1% | $7,355-86.4% | $13,392-92.5% |