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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 | $65,510 | $99,017-33.8% | $86,587-24.3% | $147,585-55.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.04% | 1312.37%-1294.3pp | 964.86%-946.8pp | 578.56%-560.5pp |
| Employer contribution / active EE | $3,193 | $3,132+2.0% | $2,839+12.5% | $4,876-34.5% |
| Participant deferral / active EE | $4,036 | $3,972+1.6% | $3,609+11.8% | $5,439-25.8% |
| Admin fee / account holder | $9,345 | $5,710+63.7% | $4,906+90.5% | $10,885-14.1% |