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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 | $70,528 | $88,815-20.6% | $81,882-13.9% | $145,897-51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.69% | 1033.75%-1011.1pp | 779.47%-756.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $3,414 | $3,086+10.6% | $2,916+17.1% | $4,663-26.8% |
| Participant deferral / active EE | $1,984 | $4,647-57.3% | $4,323-54.1% | $6,689-70.3% |
| Admin fee / account holder | $2,786 | $8,434-67.0% | $7,360-62.1% | $13,390-79.2% |