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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 | $23,443 | $96,388-75.7% | $80,627-70.9% | $139,466-83.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 30.59% | 1352.08%-1321.5pp | 936.76%-906.2pp | 373.66%-343.1pp |
| Employer contribution / active EE | $4,960 | $3,260+52.1% | $2,723+82.2% | $4,754+4.3% |
| Participant deferral / active EE | $7,394 | $5,224+41.5% | $4,443+66.4% | $6,712+10.2% |
| Admin fee / account holder | $1,430 | $6,603-78.4% | $5,381-73.4% | $11,409-87.5% |