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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 | $78,033 | $88,815-12.1% | $81,882-4.7% | $145,897-46.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.3pp |
| Employer contribution / active EE | $5,769 | $3,086+86.9% | $2,916+97.8% | $4,663+23.7% |
| Participant deferral / active EE | $17,232 | $4,647+270.8% | $4,323+298.6% | $6,689+157.6% |
| Admin fee / account holder | $8,077 | $8,434-4.2% | $7,360+9.7% | $13,390-39.7% |