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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 | $4,552 | $88,778-94.9% | $81,844-94.4% | $145,884-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 67.85% | 1033.03%-965.2pp | 778.87%-711.0pp | 551.85%-484.0pp |
| Employer contribution / active EE | $2,111 | $3,087-31.6% | $2,916-27.6% | $4,662-54.7% |
| Participant deferral / active EE | $3,392 | $4,648-27.0% | $4,323-21.5% | $6,690-49.3% |
| Admin fee / account holder | $415 | $8,430-95.1% | $7,355-94.4% | $13,392-96.9% |