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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 | $76,159 | $99,011-23.1% | $86,582-12.0% | $147,586-48.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.43% | 1312.75%-1293.3pp | 965.08%-945.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,798 | $3,132-42.6% | $2,839-36.7% | $4,876-63.1% |
| Participant deferral / active EE | $5,278 | $3,972+32.9% | $3,609+46.3% | $5,439-3.0% |
| Admin fee / account holder | $450 | $5,709-92.1% | $4,904-90.8% | $10,886-95.9% |