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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 | $46,589 | $198,461-76.5% | $170,436-72.7% | $147,585-68.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 941.71% | 257.30%+684.4pp | 205.94%+735.8pp | 578.57%+363.1pp |
| Employer contribution / active EE | $4,074 | $6,184-34.1% | $5,433-25.0% | $4,876-16.5% |
| Participant deferral / active EE | $7,636 | $5,629+35.7% | $4,939+54.6% | $5,439+40.4% |
| Admin fee / account holder | $5,451 | $16,852-67.7% | $13,880-60.7% | $10,885-49.9% |