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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 | $56,276 | $99,017-43.2% | $86,587-35.0% | $147,585-61.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.95% | 1312.37%-1298.4pp | 964.86%-950.9pp | 578.56%-564.6pp |
| Employer contribution / active EE | $10,662 | $3,132+240.4% | $2,839+275.5% | $4,876+118.7% |
| Participant deferral / active EE | $2,456 | $3,972-38.2% | $3,609-31.9% | $5,439-54.8% |
| Admin fee / account holder | $3,038 | $5,710-46.8% | $4,906-38.1% | $10,885-72.1% |