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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 | $48,033 | $209,888-77.1% | $189,545-74.7% | $167,553-71.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.33% | 748.66%-737.3pp | 555.36%-544.0pp | 478.89%-467.6pp |
| Employer contribution / active EE | $21,121 | $6,915+205.4% | $6,162+242.7% | $4,840+336.4% |
| Participant deferral / active EE | $14,660 | $8,934+64.1% | $8,220+78.3% | $6,343+131.1% |
| Admin fee / account holder | $79,659 | $14,300+457.1% | $12,049+561.1% | $12,316+546.8% |