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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 | $50,222 | $99,009-49.3% | $86,581-42.0% | $147,585-66.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.31% | 1312.70%-1293.4pp | 965.06%-945.7pp | 578.58%-559.3pp |
| Employer contribution / active EE | $1,059 | $3,132-66.2% | $2,840-62.7% | $4,876-78.3% |
| Participant deferral / active EE | $3,956 | $3,972-0.4% | $3,609+9.6% | $5,439-27.3% |
| Admin fee / account holder | $780 | $5,709-86.3% | $4,904-84.1% | $10,886-92.8% |