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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 | $48,859 | $99,011-50.7% | $86,582-43.6% | $147,586-66.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 1312.75%-1296.5pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,320 | $3,132-57.9% | $2,839-53.5% | $4,876-72.9% |
| Participant deferral / active EE | $16,041 | $3,972+303.8% | $3,609+344.5% | $5,439+194.9% |
| Admin fee / account holder | $4,562 | $5,709-20.1% | $4,904-7.0% | $10,886-58.1% |