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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 | $47,944 | $99,011-51.6% | $86,582-44.6% | $147,586-67.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.37% | 1312.75%-1303.4pp | 965.08%-955.7pp | 578.59%-569.2pp |
| Employer contribution / active EE | $11,757 | $3,132+275.4% | $2,839+314.1% | $4,876+141.1% |
| Participant deferral / active EE | $11,050 | $3,972+178.2% | $3,609+206.2% | $5,439+103.2% |
| Admin fee / account holder | $168,096 | $5,709+2844.5% | $4,904+3327.6% | $10,886+1444.2% |