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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 | $59,077 | $99,011-40.3% | $86,582-31.8% | $147,586-60.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.39% | 1312.75%-1293.4pp | 965.08%-945.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $8,168 | $3,132+160.8% | $2,839+187.7% | $4,876+67.5% |
| Participant deferral / active EE | $9,843 | $3,972+147.8% | $3,609+172.8% | $5,439+81.0% |
| Admin fee / account holder | $2,010 | $5,709-64.8% | $4,904-59.0% | $10,886-81.5% |