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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 | $62,145 | $88,815-30.0% | $81,882-24.1% | $145,897-57.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1033.75%-1020.1pp | 779.47%-765.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $8,994 | $3,086+191.4% | $2,916+208.4% | $4,663+92.9% |
| Participant deferral / active EE | $5,319 | $4,647+14.4% | $4,323+23.0% | $6,689-20.5% |
| Admin fee / account holder | $2,895 | $8,434-65.7% | $7,360-60.7% | $13,390-78.4% |