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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 | $27,301 | $76,608-64.4% | $56,077-51.3% | $145,877-81.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 3009.59%-2989.5pp | 1709.28%-1689.2pp | 551.28%-531.2pp |
| Employer contribution / active EE | $3,696 | $1,382+167.5% | $1,040+255.2% | $4,663-20.7% |
| Participant deferral / active EE | $6,760 | $2,624+157.6% | $1,954+246.0% | $6,691+1.0% |
| Admin fee / account holder | $635 | $3,325-80.9% | $2,825-77.5% | $13,402-95.3% |