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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 | $24,198 | $99,011-75.6% | $86,582-72.1% | $147,586-83.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.65% | 1312.75%-1287.1pp | 965.08%-939.4pp | 578.59%-552.9pp |
| Employer contribution / active EE | $5,896 | $3,132+88.2% | $2,839+107.7% | $4,876+20.9% |
| Participant deferral / active EE | $4,265 | $3,972+7.4% | $3,609+18.2% | $5,439-21.6% |
| Admin fee / account holder | $401 | $5,709-93.0% | $4,904-91.8% | $10,886-96.3% |