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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 | $84,052 | $99,011-15.1% | $86,582-2.9% | $147,586-43.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.34% | 1312.75%-1298.4pp | 965.08%-950.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,386 | $3,132-55.7% | $2,839-51.2% | $4,876-71.6% |
| Participant deferral / active EE | $3,344 | $3,972-15.8% | $3,609-7.3% | $5,439-38.5% |
| Admin fee / account holder | $2,385 | $5,709-58.2% | $4,904-51.4% | $10,886-78.1% |