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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 | $51,851 | $99,011-47.6% | $86,582-40.1% | $147,586-64.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.47% | 1312.75%-1296.3pp | 965.08%-948.6pp | 578.59%-562.1pp |
| Employer contribution / active EE | $25,916 | $3,132+727.4% | $2,839+812.7% | $4,876+431.5% |
| Participant deferral / active EE | $15,302 | $3,972+285.2% | $3,609+324.0% | $5,439+181.4% |
| Admin fee / account holder | $12,509 | $5,709+119.1% | $4,904+155.1% | $10,886+14.9% |