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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 | $69,467 | $99,031-29.9% | $86,597-19.8% | $147,585-52.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.06% | 1312.56%-1298.5pp | 964.96%-950.9pp | 578.57%-564.5pp |
| Employer contribution / active EE | $5,172 | $3,132+65.1% | $2,840+82.1% | $4,876+6.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $681 | $5,711-88.1% | $4,906-86.1% | $10,885-93.7% |