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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 | $88,754-30.0% | $81,820-24.0% | $145,877-57.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1031.77%-1018.2pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $8,994 | $3,085+191.5% | $2,915+208.5% | $4,663+92.9% |
| Participant deferral / active EE | $5,319 | $4,648+14.4% | $4,323+23.0% | $6,691-20.5% |
| Admin fee / account holder | $2,895 | $8,424-65.6% | $7,391-60.8% | $13,402-78.4% |