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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 | $30,473 | $99,031-69.2% | $86,597-64.8% | $147,585-79.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.02% | 1312.56%-1295.5pp | 964.96%-947.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $13,914 | $3,132+344.2% | $2,840+390.0% | $4,876+185.3% |
| Participant deferral / active EE | $27,746 | $3,972+598.5% | $3,609+668.9% | $5,439+410.2% |
| Admin fee / account holder | $17,271 | $5,711+202.4% | $4,906+252.1% | $10,885+58.7% |