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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 | $20,906 | $109,905-81.0% | $98,506-78.8% | $167,553-87.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 110.86% | 1960.20%-1849.3pp | 1494.92%-1384.1pp | 478.89%-368.0pp |
| Employer contribution / active EE | $1,987 | $3,226-38.4% | $2,961-32.9% | $4,840-58.9% |
| Participant deferral / active EE | $1,962 | $4,674-58.0% | $4,277-54.1% | $6,343-69.1% |
| Admin fee / account holder | $812 | $6,760-88.0% | $5,955-86.4% | $12,316-93.4% |