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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 | $42,454 | $84,685-49.9% | $73,836-42.5% | $125,389-66.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 46.23% | 3123.80%-3077.6pp | 2268.06%-2221.8pp | 282.24%-236.0pp |
| Employer contribution / active EE | $3,072 | $3,123-1.6% | $2,787+10.2% | $4,866-36.9% |
| Participant deferral / active EE | $2,999 | $3,993-24.9% | $3,583-16.3% | $5,352-44.0% |
| Admin fee / account holder | $1,637 | $5,694-71.3% | $4,882-66.5% | $9,541-82.8% |