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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 | $74,430 | $99,031-24.8% | $86,597-14.1% | $147,585-49.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.01% | 1312.56%-1294.5pp | 964.96%-946.9pp | 578.57%-560.6pp |
| Employer contribution / active EE | $1,542 | $3,132-50.8% | $2,840-45.7% | $4,876-68.4% |
| Participant deferral / active EE | $2,556 | $3,972-35.7% | $3,609-29.2% | $5,439-53.0% |
| Admin fee / account holder | $4,563 | $5,711-20.1% | $4,906-7.0% | $10,885-58.1% |