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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 | $62,108 | $73,421-15.4% | $66,439-6.5% | $155,188-60.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 21.78% | 1382.37%-1360.6pp | 757.66%-735.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $6,373 | $3,039+109.7% | $2,637+141.7% | $4,248+50.0% |
| Participant deferral / active EE | $14,946 | $4,680+219.4% | $3,876+285.6% | $6,531+128.8% |
| Admin fee / account holder | $13,018 | $8,856+47.0% | $6,173+110.9% | $14,480-10.1% |