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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 | $28,472 | $88,585-67.9% | $69,884-59.3% | $134,532-78.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 597.44% | 442.80%+154.6pp | 190.81%+406.6pp | 418.27%+179.2pp |
| Employer contribution / active EE | $4,186 | $3,235+29.4% | $2,560+63.5% | $4,741-11.7% |
| Participant deferral / active EE | $6,515 | $4,770+36.6% | $3,848+69.3% | $6,401+1.8% |
| Admin fee / account holder | $923 | $10,441-91.2% | $6,266-85.3% | $11,429-91.9% |