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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 | $65,452 | $99,011-33.9% | $86,582-24.4% | $147,586-55.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.55% | 1312.75%-1298.2pp | 965.08%-950.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,833 | $3,132-9.5% | $2,839-0.2% | $4,876-41.9% |
| Participant deferral / active EE | $5,467 | $3,972+37.6% | $3,609+51.5% | $5,439+0.5% |
| Admin fee / account holder | $1,842 | $5,709-67.7% | $4,904-62.4% | $10,886-83.1% |