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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 | $29,120 | $99,009-70.6% | $86,581-66.4% | $147,585-80.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.51% | 1312.70%-1296.2pp | 965.06%-948.6pp | 578.58%-562.1pp |
| Employer contribution / active EE | $1,276 | $3,132-59.3% | $2,840-55.1% | $4,876-73.8% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $3,609-5.9% | $5,439-37.6% |
| Admin fee / account holder | $4,071 | $5,709-28.7% | $4,904-17.0% | $10,886-62.6% |