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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 | $4,509 | $88,778-94.9% | $81,844-94.5% | $145,884-96.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.84% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $5,016 | $3,087+62.5% | $2,916+72.0% | $4,662+7.6% |
| Participant deferral / active EE | $14,680 | $4,648+215.8% | $4,323+239.5% | $6,690+119.4% |
| Admin fee / account holder | $26,399 | $8,430+213.1% | $7,355+258.9% | $13,392+97.1% |