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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 | $76,650 | $99,017-22.6% | $86,587-11.5% | $147,585-48.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.40% | 1312.37%-1296.0pp | 964.86%-948.5pp | 578.56%-562.2pp |
| Employer contribution / active EE | $4,985 | $3,132+59.2% | $2,839+75.6% | $4,876+2.2% |
| Participant deferral / active EE | $7,503 | $3,972+88.9% | $3,609+107.9% | $5,439+37.9% |
| Admin fee / account holder | $1,976 | $5,710-65.4% | $4,906-59.7% | $10,885-81.8% |