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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 | $30,460 | $99,875-69.5% | $146,866-79.3% | $86,983-65.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 859.55% | 28.10%+831.5pp | 102.85%+756.7pp | 25.83%+833.7pp |
| Employer contribution / active EE | $11,860 | $3,224+267.8% | $4,425+168.0% | $2,584+358.9% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,804 | $7,838-51.5% | $13,620-72.1% | $7,856-51.6% |