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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 | $44,208 | $73,421-39.8% | $66,439-33.5% | $155,188-71.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 20.25% | 1382.37%-1362.1pp | 757.66%-737.4pp | 148.84%-128.6pp |
| Employer contribution / active EE | $5,420 | $3,039+78.4% | $2,637+105.6% | $4,248+27.6% |
| Participant deferral / active EE | $9,275 | $4,680+98.2% | $3,876+139.3% | $6,531+42.0% |
| Admin fee / account holder | $2,899 | $8,856-67.3% | $6,173-53.0% | $14,480-80.0% |