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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 | $82,831 | $88,778-6.7% | $81,844+1.2% | $145,884-43.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.58% | 1033.03%-1014.5pp | 778.87%-760.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $12,168 | $3,087+294.2% | $2,916+317.2% | $4,662+161.0% |
| Participant deferral / active EE | $22,002 | $4,648+373.3% | $4,323+408.9% | $6,690+228.9% |
| Admin fee / account holder | $2,739 | $8,430-67.5% | $7,355-62.8% | $13,392-79.5% |