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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 | $25,185 | $99,011-74.6% | $86,582-70.9% | $147,586-82.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 48.14% | 1312.75%-1264.6pp | 965.08%-916.9pp | 578.59%-530.5pp |
| Employer contribution / active EE | $1,639 | $3,132-47.7% | $2,839-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $2,652 | $3,972-33.2% | $3,609-26.5% | $5,439-51.2% |
| Admin fee / account holder | $1,394 | $5,709-75.6% | $4,904-71.6% | $10,886-87.2% |