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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 | $26,941 | $99,031-72.8% | $86,597-68.9% | $147,585-81.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.35% | 1312.56%-1297.2pp | 964.96%-949.6pp | 578.57%-563.2pp |
| Employer contribution / active EE | $2,640 | $3,132-15.7% | $2,840-7.0% | $4,876-45.9% |
| Participant deferral / active EE | $4,656 | $3,972+17.2% | $3,609+29.0% | $5,439-14.4% |
| Admin fee / account holder | $11,506 | $5,711+101.5% | $4,906+134.5% | $10,885+5.7% |