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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 | $63,244 | $88,778-28.8% | $81,844-22.7% | $145,884-56.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.65% | 1033.03%-1021.4pp | 778.87%-767.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,834 | $3,087-8.2% | $2,916-2.8% | $4,662-39.2% |
| Participant deferral / active EE | $5,512 | $4,648+18.6% | $4,323+27.5% | $6,690-17.6% |
| Admin fee / account holder | $9,833 | $8,430+16.6% | $7,355+33.7% | $13,392-26.6% |