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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 | $30,700 | $96,361-68.1% | $80,607-61.9% | $139,456-78.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 45.02% | 1350.95%-1305.9pp | 936.11%-891.1pp | 373.45%-328.4pp |
| Employer contribution / active EE | $6,002 | $3,262+84.0% | $2,724+120.3% | $4,753+26.3% |
| Participant deferral / active EE | $13,766 | $5,232+163.1% | $4,448+209.5% | $6,711+105.1% |
| Admin fee / account holder | $402 | $6,601-93.9% | $5,379-92.5% | $11,407-96.5% |