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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 | $14,367 | $99,011-85.5% | $86,582-83.4% | $147,586-90.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.56% | 1312.75%-1284.2pp | 965.08%-936.5pp | 578.59%-550.0pp |
| Employer contribution / active EE | $2,017 | $3,132-35.6% | $2,839-29.0% | $4,876-58.6% |
| Participant deferral / active EE | $6,248 | $3,972+57.3% | $3,609+73.1% | $5,439+14.9% |
| Admin fee / account holder | $480 | $5,709-91.6% | $4,904-90.2% | $10,886-95.6% |