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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 | $19,657 | $49,897-60.6% | $80,648-75.6% | $75,177-73.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 190.40% | 34.68%+155.7pp | 937.21%-746.8pp | 160.75%+29.7pp |
| Employer contribution / active EE | $3,269 | $1,699+92.4% | $2,724+20.0% | $2,671+22.4% |
| Participant deferral / active EE | $6,320 | $2,992+111.2% | $4,443+42.2% | $4,126+53.2% |
| Admin fee / account holder | $772 | $3,579-78.4% | $5,382-85.6% | $5,651-86.3% |