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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 | $12,267 | $84,685-85.5% | $73,836-83.4% | $125,389-90.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.23% | 3123.80%-3119.6pp | 2268.06%-2263.8pp | 282.24%-278.0pp |
| Employer contribution / active EE | $1,323 | $3,123-57.6% | $2,787-52.5% | $4,866-72.8% |
| Participant deferral / active EE | $2,520 | $3,993-36.9% | $3,583-29.7% | $5,352-52.9% |
| Admin fee / account holder | $979 | $5,694-82.8% | $4,882-80.0% | $9,541-89.7% |