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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 | $46,252 | $99,031-53.3% | $86,597-46.6% | $147,585-68.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1312.56%-1294.3pp | 964.96%-946.7pp | 578.57%-560.3pp |
| Employer contribution / active EE | $3,567 | $3,132+13.9% | $2,840+25.6% | $4,876-26.8% |
| Participant deferral / active EE | $6,774 | $3,972+70.5% | $3,609+87.7% | $5,439+24.6% |
| Admin fee / account holder | $36,682 | $5,711+542.4% | $4,906+647.7% | $10,885+237.0% |