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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 | $59,134 | $76,368-22.6% | $67,681-12.6% | $154,746-61.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.66% | 1066.77%-1047.1pp | 590.58%-570.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $9,210 | $3,151+192.3% | $2,678+243.9% | $4,379+110.3% |
| Participant deferral / active EE | $9,802 | $4,824+103.2% | $3,976+146.5% | $6,730+45.6% |
| Admin fee / account holder | $338 | $8,559-96.1% | $6,100-94.5% | $14,365-97.6% |