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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 | $18,602 | $88,815-79.1% | $81,882-77.3% | $145,897-87.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 44.41% | 1033.75%-989.3pp | 779.47%-735.1pp | 552.29%-507.9pp |
| Employer contribution / active EE | $4,491 | $3,086+45.5% | $2,916+54.0% | $4,663-3.7% |
| Participant deferral / active EE | $5,766 | $4,647+24.1% | $4,323+33.4% | $6,689-13.8% |
| Admin fee / account holder | $13,168 | $8,434+56.1% | $7,360+78.9% | $13,390-1.7% |