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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 | $53,915 | $99,011-45.5% | $86,582-37.7% | $147,586-63.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.96% | 1312.75%-1299.8pp | 965.08%-952.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,202 | $3,132+34.1% | $2,839+48.0% | $4,876-13.8% |
| Participant deferral / active EE | $8,843 | $3,972+122.6% | $3,609+145.1% | $5,439+62.6% |
| Admin fee / account holder | $29,420 | $5,709+415.3% | $4,904+499.9% | $10,886+170.3% |