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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 | $63,143 | $97,732-35.4% | $83,831-24.7% | $135,380-53.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 111.80% | 1287.56%-1175.8pp | 850.99%-739.2pp | 519.81%-408.0pp |
| Employer contribution / active EE | $4,585 | $4,222+8.6% | $3,631+26.3% | $4,779-4.1% |
| Participant deferral / active EE | $9,417 | $4,683+101.1% | $4,082+130.7% | $5,609+67.9% |
| Admin fee / account holder | $799 | $6,675-88.0% | $5,479-85.4% | $10,828-92.6% |