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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 | $81,554 | $155,833-47.7% | $124,693-34.6% | $167,536-51.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 42.17% | 17.98%+24.2pp | 5144.19%-5102.0pp | 478.82%-436.6pp |
| Employer contribution / active EE | $3,505 | $4,164-15.8% | $3,324+5.4% | $4,839-27.6% |
| Participant deferral / active EE | $3,505 | $5,675-38.2% | $4,615-24.1% | $6,342-44.7% |
| Admin fee / account holder | $1,018 | $9,534-89.3% | $7,494-86.4% | $12,315-91.7% |