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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 | $78,764 | $99,017-20.5% | $86,587-9.0% | $147,585-46.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.93% | 1312.37%-1297.4pp | 964.86%-949.9pp | 578.56%-563.6pp |
| Employer contribution / active EE | $7,084 | $3,132+126.2% | $2,839+149.5% | $4,876+45.3% |
| Participant deferral / active EE | $3,331 | $3,972-16.1% | $3,609-7.7% | $5,439-38.8% |
| Admin fee / account holder | $13,140 | $5,710+130.1% | $4,906+167.8% | $10,885+20.7% |