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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 | $75,117 | $76,368-1.6% | $67,681+11.0% | $154,746-51.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.66% | 1066.77%-1055.1pp | 590.58%-578.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $3,284 | $3,151+4.2% | $2,678+22.6% | $4,379-25.0% |
| Participant deferral / active EE | $4,113 | $4,824-14.7% | $3,976+3.4% | $6,730-38.9% |
| Admin fee / account holder | $14,251 | $8,559+66.5% | $6,100+133.6% | $14,365-0.8% |