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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 | $18,602 | $88,754-79.0% | $81,820-77.3% | $145,877-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 44.41% | 1031.77%-987.4pp | 777.93%-733.5pp | 551.28%-506.9pp |
| Employer contribution / active EE | $4,491 | $3,085+45.6% | $2,915+54.1% | $4,663-3.7% |
| Participant deferral / active EE | $5,766 | $4,648+24.1% | $4,323+33.4% | $6,691-13.8% |
| Admin fee / account holder | $13,168 | $8,424+56.3% | $7,391+78.2% | $13,402-1.7% |