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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 | $50,278 | $156,963-68.0% | $121,204-58.5% | $139,466-64.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.03% | 1476.75%-1459.7pp | 987.18%-970.1pp | 373.66%-356.6pp |
| Employer contribution / active EE | $27,457 | $5,544+395.2% | $4,170+558.5% | $4,754+477.6% |
| Participant deferral / active EE | $61,858 | $4,848+1175.9% | $4,083+1415.1% | $6,712+821.6% |
| Admin fee / account holder | $12,809 | $6,953+84.2% | $5,651+126.7% | $11,409+12.3% |