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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 | $52,961 | $96,419-45.1% | $80,648-34.3% | $139,487-62.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 55.68% | 1352.86%-1297.2pp | 937.21%-881.5pp | 373.84%-318.2pp |
| Employer contribution / active EE | $6,824 | $3,261+109.2% | $2,724+150.5% | $4,755+43.5% |
| Participant deferral / active EE | $10,294 | $5,225+97.0% | $4,443+131.7% | $6,713+53.4% |
| Admin fee / account holder | $1,468 | $6,605-77.8% | $5,382-72.7% | $11,407-87.1% |