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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 | $54,641 | $104,544-47.7% | $76,657-28.7% | $152,897-64.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.83% | 1014.36%-996.5pp | 1166.74%-1148.9pp | 345.43%-327.6pp |
| Employer contribution / active EE | $4,500 | $3,118+44.3% | $2,303+95.4% | $4,764-5.5% |
| Participant deferral / active EE | $2,114 | $4,236-50.1% | $3,335-36.6% | $5,851-63.9% |
| Admin fee / account holder | $2,753 | $12,286-77.6% | $6,423-57.1% | $11,599-76.3% |