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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 | $55,779 | $99,011-43.7% | $86,582-35.6% | $147,586-62.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.82% | 1312.75%-1295.9pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $4,590 | $3,132+46.5% | $2,839+61.7% | $4,876-5.9% |
| Participant deferral / active EE | $9,287 | $3,972+133.8% | $3,609+157.4% | $5,439+70.8% |
| Admin fee / account holder | $1,048 | $5,709-81.6% | $4,904-78.6% | $10,886-90.4% |