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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 | $56,036 | $114,073-50.9% | $96,161-41.7% | $167,518-66.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.55% | 189.95%-152.4pp | 192.01%-154.5pp | 478.71%-441.2pp |
| Employer contribution / active EE | $2,138 | $3,428-37.7% | $2,798-23.6% | $4,838-55.8% |
| Participant deferral / active EE | $2,072 | $5,195-60.1% | $4,349-52.4% | $6,342-67.3% |
| Admin fee / account holder | $783 | $6,899-88.6% | $5,538-85.9% | $12,312-93.6% |