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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 | $51,648 | $88,778-41.8% | $81,844-36.9% | $145,884-64.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.85% | 1033.03%-1011.2pp | 778.87%-757.0pp | 551.85%-530.0pp |
| Employer contribution / active EE | $7,709 | $3,087+149.7% | $2,916+164.3% | $4,662+65.4% |
| Participant deferral / active EE | $12,068 | $4,648+159.6% | $4,323+179.1% | $6,690+80.4% |
| Admin fee / account holder | $14,765 | $8,430+75.1% | $7,355+100.7% | $13,392+10.3% |