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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 | $75,945 | $88,778-14.5% | $81,844-7.2% | $145,884-47.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.59% | 1033.03%-1023.4pp | 778.87%-769.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $10,073 | $3,087+226.3% | $2,916+245.4% | $4,662+116.1% |
| Participant deferral / active EE | $10,151 | $4,648+118.4% | $4,323+134.8% | $6,690+51.7% |
| Admin fee / account holder | $31,915 | $8,430+278.6% | $7,355+333.9% | $13,392+138.3% |