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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 | $4,760 | $88,815-94.6% | $81,882-94.2% | $145,897-96.7% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 116.60% | 1033.75%-917.1pp | 779.47%-662.9pp | 552.29%-435.7pp |
| Employer contribution / active EE | $1,460 | $3,086-52.7% | $2,916-49.9% | $4,663-68.7% |
| Participant deferral / active EE | $1,460 | $4,647-68.6% | $4,323-66.2% | $6,689-78.2% |
| Admin fee / account holder | $5,072 | $8,434-39.9% | $7,360-31.1% | $13,390-62.1% |