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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 | $33,404 | $97,732-65.8% | $83,831-60.2% | $135,380-75.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 376.31% | 1287.56%-911.2pp | 850.99%-474.7pp | 519.81%-143.5pp |
| Employer contribution / active EE | $1,688 | $4,222-60.0% | $3,631-53.5% | $4,779-64.7% |
| Participant deferral / active EE | $3,347 | $4,683-28.5% | $4,082-18.0% | $5,609-40.3% |
| Admin fee / account holder | $2,568 | $6,675-61.5% | $5,479-53.1% | $10,828-76.3% |