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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 | $25,352 | $99,011-74.4% | $86,582-70.7% | $147,586-82.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 37.02% | 1312.75%-1275.7pp | 965.08%-928.1pp | 578.59%-541.6pp |
| Employer contribution / active EE | $1,043 | $3,132-66.7% | $2,839-63.3% | $4,876-78.6% |
| Participant deferral / active EE | $2,151 | $3,972-45.9% | $3,609-40.4% | $5,439-60.5% |
| Admin fee / account holder | $10,427 | $5,709+82.7% | $4,904+112.6% | $10,886-4.2% |