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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 | $34,630 | $106,548-67.5% | $91,219-62.0% | $134,493-74.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 106.92% | 160.69%-53.8pp | 114.06%-7.1pp | 418.01%-311.1pp |
| Employer contribution / active EE | $1,384 | $3,331-58.5% | $2,851-51.4% | $4,740-70.8% |
| Participant deferral / active EE | $7,155 | $4,719+51.6% | $4,234+69.0% | $6,400+11.8% |
| Admin fee / account holder | $621 | $6,233-90.0% | $5,421-88.5% | $11,425-94.6% |