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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 | $69,469 | $99,011-29.8% | $86,582-19.8% | $147,586-52.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.86% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $5,029 | $3,132+60.6% | $2,839+77.1% | $4,876+3.1% |
| Participant deferral / active EE | $5,239 | $3,972+31.9% | $3,609+45.2% | $5,439-3.7% |
| Admin fee / account holder | $32,702 | $5,709+472.8% | $4,904+566.8% | $10,886+200.4% |