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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 | $24,537 | $138,102-82.2% | $125,381-80.4% | $134,532-81.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 102.24% | 750.73%-648.5pp | 572.31%-470.1pp | 418.27%-316.0pp |
| Employer contribution / active EE | $3,952 | $5,245-24.7% | $4,815-17.9% | $4,741-16.6% |
| Participant deferral / active EE | $6,530 | $7,801-16.3% | $7,448-12.3% | $6,401+2.0% |
| Admin fee / account holder | $1,260 | $11,568-89.1% | $10,007-87.4% | $11,429-89.0% |