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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 | $156,927-68.0% | $121,169-58.5% | $139,456-63.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.03% | 1475.85%-1458.8pp | 986.71%-969.7pp | 373.45%-356.4pp |
| Employer contribution / active EE | $27,457 | $5,542+395.5% | $4,168+558.8% | $4,753+477.7% |
| Participant deferral / active EE | $61,858 | $4,848+1175.8% | $4,083+1415.2% | $6,711+821.7% |
| Admin fee / account holder | $12,809 | $6,946+84.4% | $5,645+126.9% | $11,407+12.3% |