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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 | $27,966 | $77,817-64.1% | $123,553-77.4% | $64,173-56.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 718.69% | 12.49%+706.2pp | 119.21%+599.5pp | 7.63%+711.1pp |
| Employer contribution / active EE | $5,591 | $3,014+85.5% | $4,628+20.8% | $2,381+134.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,289 | $5,519-58.5% | $9,284-75.3% | $4,887-53.2% |