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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 | $48,127 | $99,031-51.4% | $86,597-44.4% | $147,585-67.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.65% | 1312.56%-1294.9pp | 964.96%-947.3pp | 578.57%-560.9pp |
| Employer contribution / active EE | $1,375 | $3,132-56.1% | $2,840-51.6% | $4,876-71.8% |
| Participant deferral / active EE | $3,307 | $3,972-16.8% | $3,609-8.4% | $5,439-39.2% |
| Admin fee / account holder | $7,555 | $5,711+32.3% | $4,906+54.0% | $10,885-30.6% |