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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 | $19,077 | $102,635-81.4% | $86,209-77.9% | $139,456-86.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8547.04% | 1923.53%+6623.5pp | 1169.05%+7378.0pp | 373.45%+8173.6pp |
| Employer contribution / active EE | $1,548 | $3,034-49.0% | $2,381-35.0% | $4,753-67.4% |
| Participant deferral / active EE | $2,643 | $4,677-43.5% | $3,986-33.7% | $6,711-60.6% |
| Admin fee / account holder | $580 | $8,661-93.3% | $6,853-91.5% | $11,407-94.9% |