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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 | $33,381 | $88,754-62.4% | $81,820-59.2% | $145,877-77.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 44.07% | 1031.77%-987.7pp | 777.93%-733.9pp | 551.28%-507.2pp |
| Employer contribution / active EE | $1,873 | $3,085-39.3% | $2,915-35.8% | $4,663-59.8% |
| Participant deferral / active EE | $6,481 | $4,648+39.5% | $4,323+49.9% | $6,691-3.1% |
| Admin fee / account holder | $312 | $8,424-96.3% | $7,391-95.8% | $13,402-97.7% |