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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 | $63,546 | $99,011-35.8% | $86,582-26.6% | $147,586-56.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.81% | 1312.75%-1303.9pp | 965.08%-956.3pp | 578.59%-569.8pp |
| Employer contribution / active EE | $5,661 | $3,132+80.7% | $2,839+99.4% | $4,876+16.1% |
| Participant deferral / active EE | $4,425 | $3,972+11.4% | $3,609+22.6% | $5,439-18.6% |
| Admin fee / account holder | $3,676 | $5,709-35.6% | $4,904-25.1% | $10,886-66.2% |