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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 | $12,855 | $68,097-81.1% | $62,929-79.6% | $137,256-90.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.68% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,607 | $2,811+170.6% | $2,505+203.7% | $4,156+83.0% |
| Participant deferral / active EE | $7,656 | $4,553+68.2% | $3,888+96.9% | $6,407+19.5% |
| Admin fee / account holder | $6,709 | $6,521+2.9% | $5,065+32.5% | $12,270-45.3% |