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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 | $50,256 | $76,634-34.4% | $56,054-10.3% | $145,978-65.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 34.32% | 3004.33%-2970.0pp | 1705.95%-1671.6pp | 550.52%-516.2pp |
| Employer contribution / active EE | $6,814 | $1,380+393.6% | $1,039+555.8% | $4,662+46.2% |
| Participant deferral / active EE | $5,170 | $2,622+97.1% | $1,952+164.8% | $6,690-22.7% |
| Admin fee / account holder | $4,909 | $3,321+47.8% | $2,822+73.9% | $13,400-63.4% |