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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 | $55,457 | $99,009-44.0% | $86,581-35.9% | $147,585-62.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.52% | 1312.70%-1299.2pp | 965.06%-951.5pp | 578.58%-565.1pp |
| Employer contribution / active EE | $3,996 | $3,132+27.6% | $2,840+40.7% | $4,876-18.1% |
| Participant deferral / active EE | $5,644 | $3,972+42.1% | $3,609+56.4% | $5,439+3.8% |
| Admin fee / account holder | $3,890 | $5,709-31.9% | $4,904-20.7% | $10,886-64.3% |