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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 | $62,438 | $99,031-37.0% | $86,597-27.9% | $147,585-57.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.16% | 1312.56%-1296.4pp | 964.96%-948.8pp | 578.57%-562.4pp |
| Employer contribution / active EE | $11,340 | $3,132+262.0% | $2,840+299.4% | $4,876+132.5% |
| Participant deferral / active EE | $5,799 | $3,972+46.0% | $3,609+60.7% | $5,439+6.6% |
| Admin fee / account holder | $512 | $5,711-91.0% | $4,906-89.6% | $10,885-95.3% |