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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 | $48,369 | $99,011-51.1% | $86,582-44.1% | $147,586-67.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.05% | 1312.75%-1296.7pp | 965.08%-949.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $4,190 | $3,132+33.8% | $2,839+47.6% | $4,876-14.1% |
| Participant deferral / active EE | $5,333 | $3,972+34.2% | $3,609+47.8% | $5,439-2.0% |
| Admin fee / account holder | $1,967 | $5,709-65.5% | $4,904-59.9% | $10,886-81.9% |