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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 | $42,899 | $58,391-26.5% | $76,667-44.0% | $72,976-41.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 28.06% | 2306.65%-2278.6pp | 1166.74%-1138.7pp | 81.02%-53.0pp |
| Employer contribution / active EE | $3,825 | $1,787+114.1% | $2,303+66.1% | $2,440+56.8% |
| Participant deferral / active EE | $2,241 | $2,690-16.7% | $3,336-32.8% | $3,608-37.9% |
| Admin fee / account holder | $643 | $4,014-84.0% | $6,423-90.0% | $5,124-87.5% |