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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 | $36,359 | $109,905-66.9% | $98,506-63.1% | $167,553-78.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.90% | 1960.20%-1950.3pp | 1494.92%-1485.0pp | 478.89%-469.0pp |
| Employer contribution / active EE | $8,034 | $3,226+149.1% | $2,961+171.3% | $4,840+66.0% |
| Participant deferral / active EE | $5,055 | $4,674+8.1% | $4,277+18.2% | $6,343-20.3% |
| Admin fee / account holder | $1,062 | $6,760-84.3% | $5,955-82.2% | $12,316-91.4% |