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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 | $34,391 | $73,421-53.2% | $66,439-48.2% | $155,188-77.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 30.22% | 1382.37%-1352.1pp | 757.66%-727.4pp | 148.84%-118.6pp |
| Employer contribution / active EE | $5,681 | $3,039+86.9% | $2,637+115.5% | $4,248+33.7% |
| Participant deferral / active EE | $5,007 | $4,680+7.0% | $3,876+29.2% | $6,531-23.3% |
| Admin fee / account holder | $2,326 | $8,856-73.7% | $6,173-62.3% | $14,480-83.9% |