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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 | $31,433 | $76,634-59.0% | $56,054-43.9% | $145,978-78.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 237.70% | 3004.33%-2766.6pp | 1705.95%-1468.2pp | 550.52%-312.8pp |
| Employer contribution / active EE | $3,704 | $1,380+168.3% | $1,039+256.5% | $4,662-20.6% |
| Participant deferral / active EE | $3,311 | $2,622+26.3% | $1,952+69.6% | $6,690-50.5% |
| Admin fee / account holder | $2,020 | $3,321-39.2% | $2,822-28.4% | $13,400-84.9% |