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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 | $59,763 | $124,175-51.9% | $108,405-44.9% | $167,553-64.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.89% | 1380.13%-1345.2pp | 905.55%-870.7pp | 478.89%-444.0pp |
| Employer contribution / active EE | $3,420 | $4,188-18.3% | $3,559-3.9% | $4,840-29.3% |
| Participant deferral / active EE | $6,273 | $6,908-9.2% | $6,563-4.4% | $6,343-1.1% |
| Admin fee / account holder | $21,351 | $9,457+125.8% | $7,297+192.6% | $12,316+73.4% |