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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 | $77,924 | $88,778-12.2% | $81,844-4.8% | $145,884-46.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.15% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $4,243 | $3,087+37.5% | $2,916+45.5% | $4,662-9.0% |
| Participant deferral / active EE | $8,487 | $4,648+82.6% | $4,323+96.3% | $6,690+26.9% |
| Admin fee / account holder | $613 | $8,430-92.7% | $7,355-91.7% | $13,392-95.4% |