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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 | $31,676 | $96,361-67.1% | $80,607-60.7% | $139,456-77.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.48% | 1350.95%-1328.5pp | 936.11%-913.6pp | 373.45%-351.0pp |
| Employer contribution / active EE | $4,993 | $3,262+53.0% | $2,724+83.3% | $4,753+5.1% |
| Participant deferral / active EE | $13,247 | $5,232+153.2% | $4,448+197.8% | $6,711+97.4% |
| Admin fee / account holder | $7,357 | $6,601+11.5% | $5,379+36.8% | $11,407-35.5% |