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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 | $30,863 | $99,017-68.8% | $86,587-64.4% | $147,585-79.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.67% | 1312.37%-1292.7pp | 964.86%-945.2pp | 578.56%-558.9pp |
| Employer contribution / active EE | $4,539 | $3,132+44.9% | $2,839+59.9% | $4,876-6.9% |
| Participant deferral / active EE | $2,475 | $3,972-37.7% | $3,609-31.4% | $5,439-54.5% |
| Admin fee / account holder | $4,630 | $5,710-18.9% | $4,906-5.6% | $10,885-57.5% |