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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 | $42,259 | $99,031-57.3% | $86,597-51.2% | $147,585-71.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.76% | 1312.56%-1296.8pp | 964.96%-949.2pp | 578.57%-562.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,825 | $3,972-54.1% | $3,609-49.4% | $5,439-66.4% |
| Admin fee / account holder | $2,565 | $5,711-55.1% | $4,906-47.7% | $10,885-76.4% |