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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 | $51,947 | $88,778-41.5% | $81,844-36.5% | $145,884-64.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 59.44% | 1033.03%-973.6pp | 778.87%-719.4pp | 551.85%-492.4pp |
| Employer contribution / active EE | $1,430 | $3,087-53.7% | $2,916-51.0% | $4,662-69.3% |
| Participant deferral / active EE | $11,803 | $4,648+153.9% | $4,323+173.0% | $6,690+76.4% |
| Admin fee / account holder | $3,047 | $8,430-63.9% | $7,355-58.6% | $13,392-77.2% |