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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 | $77,601 | $90,617-14.4% | $79,476-2.4% | $135,382-42.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 20.20% | 977.57%-957.4pp | 718.21%-698.0pp | 519.77%-499.6pp |
| Employer contribution / active EE | $3,727 | $3,068+21.5% | $2,800+33.1% | $4,779-22.0% |
| Participant deferral / active EE | $5,307 | $4,050+31.0% | $3,704+43.3% | $5,609-5.4% |
| Admin fee / account holder | $981 | $5,907-83.4% | $5,113-80.8% | $10,829-90.9% |