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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 | $85,112 | $99,017-14.0% | $86,587-1.7% | $147,585-42.3% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 38.67% | 1312.37%-1273.7pp | 964.86%-926.2pp | 578.56%-539.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,187 | $3,972-44.9% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $2,583 | $5,710-54.8% | $4,906-47.3% | $10,885-76.3% |