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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 | $88,778-85.9% | $81,844-84.7% | $145,884-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 58.98% | 1033.03%-974.0pp | 778.87%-719.9pp | 551.85%-492.9pp |
| Employer contribution / active EE | $1,513 | $3,087-51.0% | $2,916-48.1% | $4,662-67.6% |
| Participant deferral / active EE | $4,221 | $4,648-9.2% | $4,323-2.4% | $6,690-36.9% |
| Admin fee / account holder | $636 | $8,430-92.5% | $7,355-91.4% | $13,392-95.3% |