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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 | $31,272 | $103,008-69.6% | $90,304-65.4% | $152,897-79.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 308.56% | 95.22%+213.3pp | 78.13%+230.4pp | 345.43%-36.9pp |
| Employer contribution / active EE | $4,672 | $3,139+48.8% | $2,855+63.7% | $4,764-1.9% |
| Participant deferral / active EE | $1,528 | $4,281-64.3% | $3,885-60.7% | $5,851-73.9% |
| Admin fee / account holder | $771 | $6,175-87.5% | $5,354-85.6% | $11,599-93.4% |