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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 | $64,160 | $99,011-35.2% | $86,582-25.9% | $147,586-56.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.24% | 1312.75%-1298.5pp | 965.08%-950.8pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,519 | $3,132+12.3% | $2,839+23.9% | $4,876-27.8% |
| Participant deferral / active EE | $6,738 | $3,972+69.6% | $3,609+86.7% | $5,439+23.9% |
| Admin fee / account holder | $42,989 | $5,709+653.0% | $4,904+776.6% | $10,886+294.9% |