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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 | $6,012 | $110,629-94.6% | $80,784-92.6% | $167,553-96.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 45.72% | 120.58%-74.9pp | 87.31%-41.6pp | 478.89%-433.2pp |
| Employer contribution / active EE | $4,738 | $1,543+207.0% | $1,160+308.3% | $4,840-2.1% |
| Participant deferral / active EE | $2,533 | $2,871-11.7% | $2,145+18.1% | $6,343-60.1% |
| Admin fee / account holder | $453 | $4,547-90.0% | $3,380-86.6% | $12,316-96.3% |