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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 | $76,679 | $156,963-51.1% | $121,204-36.7% | $139,466-45.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.74% | 1476.75%-1459.0pp | 987.18%-969.4pp | 373.66%-355.9pp |
| Employer contribution / active EE | $7,699 | $5,544+38.9% | $4,170+84.6% | $4,754+62.0% |
| Participant deferral / active EE | $9,199 | $4,848+89.7% | $4,083+125.3% | $6,712+37.1% |
| Admin fee / account holder | $625 | $6,953-91.0% | $5,651-88.9% | $11,409-94.5% |