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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 | $72,709 | $88,754-18.1% | $81,820-11.1% | $145,877-50.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.58% | 1031.77%-1018.2pp | 777.93%-764.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $14,155 | $3,085+358.8% | $2,915+385.6% | $4,663+203.6% |
| Participant deferral / active EE | $17,436 | $4,648+275.2% | $4,323+303.4% | $6,691+160.6% |
| Admin fee / account holder | $22,399 | $8,424+165.9% | $7,391+203.1% | $13,402+67.1% |