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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 | $38,884 | $99,011-60.7% | $86,582-55.1% | $147,586-73.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 32.24% | 1312.75%-1280.5pp | 965.08%-932.8pp | 578.59%-546.4pp |
| Employer contribution / active EE | $12,317 | $3,132+293.2% | $2,839+333.8% | $4,876+152.6% |
| Participant deferral / active EE | $3,508 | $3,972-11.7% | $3,609-2.8% | $5,439-35.5% |
| Admin fee / account holder | $635 | $5,709-88.9% | $4,904-87.1% | $10,886-94.2% |