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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 | $74,715 | $99,011-24.5% | $86,582-13.7% | $147,586-49.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.20% | 1312.75%-1290.5pp | 965.08%-942.9pp | 578.59%-556.4pp |
| Employer contribution / active EE | $6,790 | $3,132+116.8% | $2,839+139.1% | $4,876+39.2% |
| Participant deferral / active EE | $2,381 | $3,972-40.1% | $3,609-34.0% | $5,439-56.2% |
| Admin fee / account holder | $870 | $5,709-84.8% | $4,904-82.3% | $10,886-92.0% |