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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 | $66,893 | $99,009-32.4% | $86,581-22.7% | $147,585-54.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 49.27% | 1312.70%-1263.4pp | 965.06%-915.8pp | 578.58%-529.3pp |
| Employer contribution / active EE | $2,351 | $3,132-25.0% | $2,840-17.2% | $4,876-51.8% |
| Participant deferral / active EE | $3,147 | $3,972-20.8% | $3,609-12.8% | $5,439-42.1% |
| Admin fee / account holder | $2,033 | $5,709-64.4% | $4,904-58.5% | $10,886-81.3% |