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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 | $50,070 | $99,011-49.4% | $86,582-42.2% | $147,586-66.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.96% | 1312.75%-1297.8pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $9,250 | $3,132+195.3% | $2,839+225.8% | $4,876+89.7% |
| Participant deferral / active EE | $9,250 | $3,972+132.9% | $3,609+156.3% | $5,439+70.1% |
| Admin fee / account holder | $16,292 | $5,709+185.4% | $4,904+232.2% | $10,886+49.7% |