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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 | $61,597 | $88,754-30.6% | $81,820-24.7% | $145,877-57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.59% | 1031.77%-1020.2pp | 777.93%-766.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $6,146 | $3,085+99.2% | $2,915+110.9% | $4,663+31.8% |
| Participant deferral / active EE | $8,307 | $4,648+78.7% | $4,323+92.2% | $6,691+24.2% |
| Admin fee / account holder | $921 | $8,424-89.1% | $7,391-87.5% | $13,402-93.1% |