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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 | $51,849 | $99,031-47.6% | $86,597-40.1% | $147,585-64.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.84% | 1312.56%-1297.7pp | 964.96%-950.1pp | 578.57%-563.7pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,840+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $6,883 | $3,972+73.3% | $3,609+90.7% | $5,439+26.6% |
| Admin fee / account holder | $12,418 | $5,711+117.5% | $4,906+153.1% | $10,885+14.1% |