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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 | $51,928 | $96,419-46.1% | $80,648-35.6% | $139,487-62.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 32.50% | 1352.86%-1320.4pp | 937.21%-904.7pp | 373.84%-341.3pp |
| Employer contribution / active EE | $4,586 | $3,261+40.6% | $2,724+68.4% | $4,755-3.5% |
| Participant deferral / active EE | $3,027 | $5,225-42.1% | $4,443-31.9% | $6,713-54.9% |
| Admin fee / account holder | $497 | $6,605-92.5% | $5,382-90.8% | $11,407-95.6% |