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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 | $56,558 | $109,872-48.5% | $98,483-42.6% | $167,536-66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 31.73% | 1959.31%-1927.6pp | 1494.38%-1462.6pp | 478.82%-447.1pp |
| Employer contribution / active EE | $4,439 | $3,225+37.7% | $2,961+49.9% | $4,839-8.3% |
| Participant deferral / active EE | $10,483 | $4,673+124.3% | $4,276+145.1% | $6,342+65.3% |
| Admin fee / account holder | $15,005 | $6,757+122.1% | $5,953+152.1% | $12,315+21.8% |