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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 | $49,497 | $99,017-50.0% | $86,587-42.8% | $147,585-66.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.40% | 1312.37%-1295.0pp | 964.86%-947.5pp | 578.56%-561.2pp |
| Employer contribution / active EE | $7,117 | $3,132+127.2% | $2,839+150.7% | $4,876+45.9% |
| Participant deferral / active EE | $6,590 | $3,972+65.9% | $3,609+82.6% | $5,439+21.2% |
| Admin fee / account holder | $3,255 | $5,710-43.0% | $4,906-33.7% | $10,885-70.1% |