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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 | $62,233 | $99,011-37.1% | $86,582-28.1% | $147,586-57.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.37% | 1312.75%-1297.4pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,804 | $3,132+21.4% | $2,839+34.0% | $4,876-22.0% |
| Participant deferral / active EE | $7,094 | $3,972+78.6% | $3,609+96.6% | $5,439+30.4% |
| Admin fee / account holder | $2,601 | $5,709-54.4% | $4,904-47.0% | $10,886-76.1% |