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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 | $67,820 | $149,040-54.5% | $120,225-43.6% | $137,256-50.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.14% | 605.68%-592.5pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,947 | $4,350+36.7% | $3,475+71.1% | $4,156+43.1% |
| Participant deferral / active EE | $7,992 | $4,655+71.7% | $3,999+99.9% | $6,407+24.7% |
| Admin fee / account holder | $3,725 | $6,348-41.3% | $5,696-34.6% | $12,270-69.6% |