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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 | $234,190-71.0% | $180,320-62.4% | $198,609-65.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 13.14% | 1057.44%-1044.3pp | 778.54%-765.4pp | 202.70%-189.6pp |
| Employer contribution / active EE | $5,947 | $5,258+13.1% | $4,108+44.8% | $5,055+17.6% |
| Participant deferral / active EE | $7,992 | $4,988+60.2% | $4,304+85.7% | $6,977+14.6% |
| Admin fee / account holder | $3,725 | $12,558-70.3% | $10,000-62.7% | $19,030-80.4% |