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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 | $49,627 | $100,203-50.5% | $85,240-41.8% | $145,897-66.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 647.98% | 84.28%+563.7pp | 66.75%+581.2pp | 552.29%+95.7pp |
| Employer contribution / active EE | $1,677 | $3,242-48.3% | $2,735-38.7% | $4,663-64.0% |
| Participant deferral / active EE | $7,842 | $5,299+48.0% | $4,527+73.2% | $6,689+17.2% |
| Admin fee / account holder | $948 | $7,265-87.0% | $6,165-84.6% | $13,390-92.9% |