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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 | $38,030 | $96,419-60.6% | $80,648-52.8% | $139,487-72.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.09% | 1352.86%-1336.8pp | 937.21%-921.1pp | 373.84%-357.8pp |
| Employer contribution / active EE | $5,149 | $3,261+57.9% | $2,724+89.1% | $4,755+8.3% |
| Participant deferral / active EE | $879 | $5,225-83.2% | $4,443-80.2% | $6,713-86.9% |
| Admin fee / account holder | $379 | $6,605-94.3% | $5,382-93.0% | $11,407-96.7% |