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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 | $83,002 | $99,011-16.2% | $86,582-4.1% | $147,586-43.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.76% | 1312.75%-1297.0pp | 965.08%-949.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $3,223 | $3,132+2.9% | $2,839+13.5% | $4,876-33.9% |
| Participant deferral / active EE | $6,185 | $3,972+55.7% | $3,609+71.4% | $5,439+13.7% |
| Admin fee / account holder | $370 | $5,709-93.5% | $4,904-92.5% | $10,886-96.6% |