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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 | $61,320 | $99,011-38.1% | $86,582-29.2% | $147,586-58.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.86% | 1312.75%-1286.9pp | 965.08%-939.2pp | 578.59%-552.7pp |
| Employer contribution / active EE | $3,536 | $3,132+12.9% | $2,839+24.5% | $4,876-27.5% |
| Participant deferral / active EE | $4,755 | $3,972+19.7% | $3,609+31.8% | $5,439-12.6% |
| Admin fee / account holder | $365 | $5,709-93.6% | $4,904-92.6% | $10,886-96.6% |