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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 | $38,890 | $99,011-60.7% | $86,582-55.1% | $147,586-73.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.46% | 1312.75%-1292.3pp | 965.08%-944.6pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,490 | $3,132-20.5% | $2,839-12.3% | $4,876-48.9% |
| Participant deferral / active EE | $2,583 | $3,972-35.0% | $3,609-28.4% | $5,439-52.5% |
| Admin fee / account holder | $12,063 | $5,709+111.3% | $4,904+146.0% | $10,886+10.8% |