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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 | $59,351 | $88,778-33.1% | $81,844-27.5% | $145,884-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.55% | 1033.03%-1014.5pp | 778.87%-760.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $16,493 | $3,087+434.3% | $2,916+465.5% | $4,662+253.7% |
| Participant deferral / active EE | $11,561 | $4,648+148.7% | $4,323+167.4% | $6,690+72.8% |
| Admin fee / account holder | $1,013 | $8,430-88.0% | $7,355-86.2% | $13,392-92.4% |