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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 | $63,051 | $99,011-36.3% | $86,582-27.2% | $147,586-57.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.90% | 1312.75%-1293.8pp | 965.08%-946.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $5,290 | $3,132+68.9% | $2,839+86.3% | $4,876+8.5% |
| Participant deferral / active EE | $10,383 | $3,972+161.4% | $3,609+187.7% | $5,439+90.9% |
| Admin fee / account holder | $3,195 | $5,709-44.0% | $4,904-34.9% | $10,886-70.6% |