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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 | $49,797 | $85,766-41.9% | $136,298-63.5% | $70,126-29.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 892.00% | 31.46%+860.5pp | 5156.27%-4264.3pp | 73.15%+818.9pp |
| Employer contribution / active EE | $1,778 | $2,966-40.1% | $4,696-62.1% | $2,343-24.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $597 | $5,421-89.0% | $9,244-93.5% | $4,645-87.1% |