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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 | $7,584 | $96,419-92.1% | $80,648-90.6% | $139,487-94.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.74% | 1352.86%-1326.1pp | 937.21%-910.5pp | 373.84%-347.1pp |
| Employer contribution / active EE | $2,238 | $3,261-31.4% | $2,724-17.8% | $4,755-52.9% |
| Participant deferral / active EE | $3,610 | $5,225-30.9% | $4,443-18.8% | $6,713-46.2% |
| Admin fee / account holder | $768 | $6,605-88.4% | $5,382-85.7% | $11,407-93.3% |