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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 | $74,407 | $99,011-24.8% | $86,582-14.1% | $147,586-49.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.82% | 1312.75%-1291.9pp | 965.08%-944.3pp | 578.59%-557.8pp |
| Employer contribution / active EE | $1,312 | $3,132-58.1% | $2,839-53.8% | $4,876-73.1% |
| Participant deferral / active EE | $1,686 | $3,972-57.6% | $3,609-53.3% | $5,439-69.0% |
| Admin fee / account holder | $29,995 | $5,709+425.4% | $4,904+511.6% | $10,886+175.5% |