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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 | $53,090 | $99,011-46.4% | $86,582-38.7% | $147,586-64.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.74% | 1312.75%-1297.0pp | 965.08%-949.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,699 | $3,132-45.8% | $2,839-40.2% | $4,876-65.2% |
| Participant deferral / active EE | $6,620 | $3,972+66.6% | $3,609+83.4% | $5,439+21.7% |
| Admin fee / account holder | $13,999 | $5,709+145.2% | $4,904+185.4% | $10,886+28.6% |