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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 | $7,573 | $88,815-91.5% | $81,882-90.8% | $145,897-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.54% | 1033.75%-998.2pp | 779.47%-743.9pp | 552.29%-516.7pp |
| Employer contribution / active EE | $1,170 | $3,086-62.1% | $2,916-59.9% | $4,663-74.9% |
| Participant deferral / active EE | $9,295 | $4,647+100.0% | $4,323+115.0% | $6,689+39.0% |
| Admin fee / account holder | $6,918 | $8,434-18.0% | $7,360-6.0% | $13,390-48.3% |