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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 | $57,577 | $99,031-41.9% | $86,597-33.5% | $147,585-61.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1312.56%-1297.6pp | 964.96%-950.0pp | 578.57%-563.6pp |
| Employer contribution / active EE | $4,326 | $3,132+38.1% | $2,840+52.3% | $4,876-11.3% |
| Participant deferral / active EE | $5,607 | $3,972+41.1% | $3,609+55.4% | $5,439+3.1% |
| Admin fee / account holder | $1,779 | $5,711-68.8% | $4,906-63.7% | $10,885-83.7% |