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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 | $7,341 | $96,361-92.4% | $80,607-90.9% | $139,456-94.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 38.74% | 1350.95%-1312.2pp | 936.11%-897.4pp | 373.45%-334.7pp |
| Employer contribution / active EE | $1,808 | $3,262-44.6% | $2,724-33.6% | $4,753-62.0% |
| Participant deferral / active EE | $3,264 | $5,232-37.6% | $4,448-26.6% | $6,711-51.4% |
| Admin fee / account holder | $349 | $6,601-94.7% | $5,379-93.5% | $11,407-96.9% |