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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 | $46,023 | $99,031-53.5% | $86,597-46.9% | $147,585-68.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.15% | 1312.56%-1299.4pp | 964.96%-951.8pp | 578.57%-565.4pp |
| Employer contribution / active EE | $4,051 | $3,132+29.3% | $2,840+42.7% | $4,876-16.9% |
| Participant deferral / active EE | $6,978 | $3,972+75.7% | $3,609+93.4% | $5,439+28.3% |
| Admin fee / account holder | $20,883 | $5,711+265.7% | $4,906+325.7% | $10,885+91.8% |