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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 | $71,093 | $88,710-19.9% | $81,783-13.1% | $145,959-51.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 12.94% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,665 | $3,083+18.9% | $2,913+25.8% | $4,661-21.4% |
| Participant deferral / active EE | $8,497 | $4,645+82.9% | $4,320+96.7% | $6,689+27.0% |
| Admin fee / account holder | $25,465 | $8,407+202.9% | $7,380+245.1% | $13,398+90.1% |