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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 | $10,456 | $51,631-79.7% | $129,397-91.9% | $80,925-87.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 87.22% | 20.77%+66.4pp | 9453.98%-9366.8pp | 35.65%+51.6pp |
| Employer contribution / active EE | $2,010 | $1,583+27.0% | $4,154-51.6% | $2,756-27.1% |
| Participant deferral / active EE | $4,270 | $2,670+59.9% | $4,167+2.5% | $4,299-0.7% |
| Admin fee / account holder | $1,020 | $4,309-76.3% | $7,679-86.7% | $6,940-85.3% |