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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 | $56,277 | $76,368-26.3% | $67,681-16.8% | $154,746-63.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 26.08% | 1066.77%-1040.7pp | 590.58%-564.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $6,937 | $3,151+120.1% | $2,678+159.0% | $4,379+58.4% |
| Participant deferral / active EE | $10,981 | $4,824+127.6% | $3,976+176.2% | $6,730+63.2% |
| Admin fee / account holder | $6,622 | $8,559-22.6% | $6,100+8.6% | $14,365-53.9% |