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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 | $12,560 | $88,815-85.9% | $81,882-84.7% | $145,897-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 58.98% | 1033.75%-974.8pp | 779.47%-720.5pp | 552.29%-493.3pp |
| Employer contribution / active EE | $1,513 | $3,086-51.0% | $2,916-48.1% | $4,663-67.6% |
| Participant deferral / active EE | $4,221 | $4,647-9.2% | $4,323-2.4% | $6,689-36.9% |
| Admin fee / account holder | $636 | $8,434-92.5% | $7,360-91.4% | $13,390-95.3% |