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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 | $64,555 | $99,009-34.8% | $86,581-25.4% | $147,585-56.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1312.70%-1296.4pp | 965.06%-948.7pp | 578.58%-562.2pp |
| Employer contribution / active EE | $15,411 | $3,132+392.0% | $2,840+442.7% | $4,876+216.0% |
| Participant deferral / active EE | $12,300 | $3,972+209.6% | $3,609+240.9% | $5,439+126.2% |
| Admin fee / account holder | $12,387 | $5,709+117.0% | $4,904+152.6% | $10,886+13.8% |