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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 | $27,612 | $99,011-72.1% | $86,582-68.1% | $147,586-81.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.74% | 1312.75%-1282.0pp | 965.08%-934.3pp | 578.59%-547.9pp |
| Employer contribution / active EE | $13,090 | $3,132+317.9% | $2,839+361.0% | $4,876+168.4% |
| Participant deferral / active EE | $3,481 | $3,972-12.4% | $3,609-3.5% | $5,439-36.0% |
| Admin fee / account holder | $426 | $5,709-92.5% | $4,904-91.3% | $10,886-96.1% |