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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 | $68,097-17.4% | $62,929-10.6% | $137,256-59.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 26.08% | 1859.11%-1833.0pp | 1063.93%-1037.9pp | 220.34%-194.3pp |
| Employer contribution / active EE | $6,937 | $2,811+146.8% | $2,505+177.0% | $4,156+66.9% |
| Participant deferral / active EE | $10,981 | $4,553+141.2% | $3,888+182.4% | $6,407+71.4% |
| Admin fee / account holder | $6,622 | $6,521+1.5% | $5,065+30.8% | $12,270-46.0% |