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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 | $40,471 | $99,011-59.1% | $86,582-53.3% | $147,586-72.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.21% | 1312.75%-1293.5pp | 965.08%-945.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $4,515 | $3,132+44.1% | $2,839+59.0% | $4,876-7.4% |
| Participant deferral / active EE | $7,793 | $3,972+96.2% | $3,609+116.0% | $5,439+43.3% |
| Admin fee / account holder | $2,562 | $5,709-55.1% | $4,904-47.8% | $10,886-76.5% |