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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 | $35,376 | $99,011-64.3% | $86,582-59.1% | $147,586-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.83% | 1312.75%-1298.9pp | 965.08%-951.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,757 | $3,132+19.9% | $2,839+32.3% | $4,876-23.0% |
| Participant deferral / active EE | $4,597 | $3,972+15.7% | $3,609+27.4% | $5,439-15.5% |
| Admin fee / account holder | $20,271 | $5,709+255.1% | $4,904+313.4% | $10,886+86.2% |