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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 | $37,547 | $100,938-62.8% | $90,461-58.5% | $158,982-76.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1154.94% | 1727.20%-572.3pp | 1294.76%-139.8pp | 302.99%+852.0pp |
| Employer contribution / active EE | $1,803 | $3,691-51.2% | $3,264-44.8% | $4,763-62.1% |
| Participant deferral / active EE | $1,803 | $4,350-58.5% | $3,964-54.5% | $5,983-69.9% |
| Admin fee / account holder | $3,753 | $6,510-42.4% | $5,617-33.2% | $11,252-66.6% |