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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 | $32,540 | $68,412-52.4% | $94,679-65.6% | $75,181-56.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 47.18% | 616.91%-569.7pp | 156.75%-109.6pp | 160.69%-113.5pp |
| Employer contribution / active EE | $7,626 | $2,701+182.4% | $3,673+107.6% | $2,671+185.6% |
| Participant deferral / active EE | $13,515 | $6,537+106.7% | $7,417+82.2% | $4,126+227.6% |
| Admin fee / account holder | $5,088 | $5,326-4.5% | $7,233-29.7% | $5,650-9.9% |