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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 | $74,871 | $88,754-15.6% | $81,820-8.5% | $145,877-48.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.52% | 1031.77%-1012.3pp | 777.93%-758.4pp | 551.28%-531.8pp |
| Employer contribution / active EE | $11,750 | $3,085+280.8% | $2,915+303.1% | $4,663+152.0% |
| Participant deferral / active EE | $14,299 | $4,648+207.7% | $4,323+230.8% | $6,691+113.7% |
| Admin fee / account holder | $3,223 | $8,424-61.7% | $7,391-56.4% | $13,402-76.0% |