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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 | $45,231 | $99,011-54.3% | $86,582-47.8% | $147,586-69.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.60% | 1312.75%-1301.1pp | 965.08%-953.5pp | 578.59%-567.0pp |
| Employer contribution / active EE | $5,103 | $3,132+62.9% | $2,839+79.7% | $4,876+4.6% |
| Participant deferral / active EE | $6,063 | $3,972+52.6% | $3,609+68.0% | $5,439+11.5% |
| Admin fee / account holder | $6,161 | $5,709+7.9% | $4,904+25.6% | $10,886-43.4% |