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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 | $81,512 | $124,175-34.4% | $108,405-24.8% | $167,536-51.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.73% | 1380.13%-1365.4pp | 905.55%-890.8pp | 478.82%-464.1pp |
| Employer contribution / active EE | $3,582 | $4,188-14.5% | $3,559+0.6% | $4,839-26.0% |
| Participant deferral / active EE | $10,187 | $6,908+47.5% | $6,563+55.2% | $6,342+60.6% |
| Admin fee / account holder | $2,033 | $9,457-78.5% | $7,297-72.1% | $12,315-83.5% |