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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 | $48,801 | $99,011-50.7% | $86,582-43.6% | $147,586-66.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.44% | 1312.75%-1295.3pp | 965.08%-947.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $4,189 | $3,132+33.7% | $2,839+47.5% | $4,876-14.1% |
| Participant deferral / active EE | $5,237 | $3,972+31.8% | $3,609+45.1% | $5,439-3.7% |
| Admin fee / account holder | $18,560 | $5,709+225.1% | $4,904+278.5% | $10,886+70.5% |