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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 | $86,227 | $156,927-45.1% | $121,169-28.8% | $139,456-38.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 1475.85%-1462.4pp | 986.71%-973.2pp | 373.45%-360.0pp |
| Employer contribution / active EE | $933 | $5,542-83.2% | $4,168-77.6% | $4,753-80.4% |
| Participant deferral / active EE | $6,200 | $4,848+27.9% | $4,083+51.9% | $6,711-7.6% |
| Admin fee / account holder | $887 | $6,946-87.2% | $5,645-84.3% | $11,407-92.2% |