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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 | $39,507 | $180,749-78.1% | $160,784-75.4% | $137,256-71.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 27.52% | 2234.46%-2206.9pp | 1803.92%-1776.4pp | 220.34%-192.8pp |
| Employer contribution / active EE | $7,708 | $4,155+85.5% | $3,733+106.5% | $4,156+85.5% |
| Participant deferral / active EE | $12,870 | $6,844+88.0% | $6,293+104.5% | $6,407+100.9% |
| Admin fee / account holder | $5,220 | $10,397-49.8% | $9,717-46.3% | $12,270-57.5% |