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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 | $41,639 | $99,031-58.0% | $86,597-51.9% | $147,585-71.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.07% | 1312.56%-1295.5pp | 964.96%-947.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $14,664 | $3,132+368.2% | $2,840+416.4% | $4,876+200.7% |
| Participant deferral / active EE | $10,193 | $3,972+156.6% | $3,609+182.4% | $5,439+87.4% |
| Admin fee / account holder | $2,145 | $5,711-62.4% | $4,906-56.3% | $10,885-80.3% |