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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 | $46,348 | $76,608-39.5% | $56,077-17.4% | $145,877-68.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 3009.59%-2983.4pp | 1709.28%-1683.1pp | 551.28%-525.1pp |
| Employer contribution / active EE | $3,864 | $1,382+179.7% | $1,040+271.4% | $4,663-17.1% |
| Participant deferral / active EE | $19,344 | $2,624+637.1% | $1,954+890.0% | $6,691+189.1% |
| Admin fee / account holder | $1,435 | $3,325-56.8% | $2,825-49.2% | $13,402-89.3% |