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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 | $53,843 | $99,011-45.6% | $86,582-37.8% | $147,586-63.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.47% | 1312.75%-1295.3pp | 965.08%-947.6pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,633 | $3,132+16.0% | $2,839+27.9% | $4,876-25.5% |
| Participant deferral / active EE | $4,795 | $3,972+20.7% | $3,609+32.9% | $5,439-11.8% |
| Admin fee / account holder | $652 | $5,709-88.6% | $4,904-86.7% | $10,886-94.0% |